Symphony Financial Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$494K Sell
2,617
-6
-0.2% -$1.13K 0.29% 47
2025
Q1
$402K Sell
2,623
-24
-0.9% -$3.67K 0.26% 50
2024
Q4
$385K Buy
2,647
+25
+1% +$3.63K 0.31% 49
2024
Q3
$392K Buy
2,622
+250
+11% +$37.4K 0.33% 49
2024
Q2
$316K Buy
+2,372
New +$316K 0.27% 59