TWA
TCI Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Hold |
1,624
| – | – | 0.02% | 184 |
|
|
2025
Q1 | $249K | Hold |
1,624
| – | – | 0.02% | 187 |
|
|
2024
Q4 | $236K | Hold |
1,624
| – | – | 0.02% | 201 |
|
|
2024
Q3 | $243K | Hold |
1,624
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $214K | Buy |
+1,624
| New | +$214K | 0.02% | 208 |
|
|
2023
Q1 | – | Sell |
-29
| Closed | -$3.24K | – | 2578 |
|
|
2022
Q4 | $3.24K | Sell |
29
-81
| -74% | -$9.06K | ﹤0.01% | 1817 |
|
|
2022
Q3 | $10K | Buy |
110
+100
| +1,000% | +$9.09K | ﹤0.01% | 1016 |
|
|
2022
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2150 |
|
|
2021
Q1 | – | Sell |
-30
| Closed | -$3K | – | 2175 |
|
|
2020
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 1075 |
|
|
2020
Q1 | – | Sell |
-1,300
| Closed | -$289K | – | 1608 |
|
|
2019
Q4 | $289K | Buy |
+1,300
| New | +$289K | 0.11% | 133 |
|
|
2018
Q1 | – | Sell |
-53
| Closed | -$10K | – | 1392 |
|
|
2017
Q4 | $10K | Buy |
+53
| New | +$10K | ﹤0.01% | 632 |
|