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Total Wealth Planning & Management’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
$1.06M Sell
5,609
-140
-2% -$26.4K 0.86% 25
2025
Q1
$880K Buy
5,749
+168
+3% +$25.7K 0.83% 28
2024
Q4
$811K Buy
+5,581
New +$811K 0.74% 29