United Capital Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.1M | Buy |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $236K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $238K | Buy |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $639K | Hold |
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|
2021
Q3 | $648K | Hold |
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|
2021
Q2 | $681K | Buy |
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|
2021
Q1 | $644K | Buy |
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|
2020
Q4 | $502K | Sell |
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|
2020
Q3 | $454K | Hold |
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|
2020
Q2 | $472K | Sell |
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|
2020
Q1 | $622K | Sell |
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|
2019
Q4 | $2.96M | Sell |
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|
2019
Q3 | $3.14M | Sell |
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|
2019
Q2 | $3.12M | Sell |
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|
2019
Q1 | $3.1M | Sell |
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|
2018
Q4 | $2.86M | Sell |
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|
2018
Q3 | $3.76M | Sell |
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|
2018
Q2 | $3.44M | Sell |
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|
2018
Q1 | $20.7M | Sell |
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|
2017
Q4 | $21M | Buy |
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|
2017
Q3 | $16.2M | Buy |
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|
2017
Q2 | $3.03M | Sell |
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|
2017
Q1 | $4.2M | Sell |
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|
2016
Q4 | $8.01M | Sell |
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|
2016
Q3 | $9.06M | Sell |
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|
2016
Q2 | $9.37M | Buy |
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