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Synergy Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Synergy Investment Management’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$303K Sell
1,606
-250
-13% -$47.2K 0.18% 65
2025
Q1 		$284K Hold
1,856
– – 0.12% 103
2024
Q4 		$270K Buy
+1,856
New +$270K 0.12% 97