UWM
USAdvisors Wealth 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 | $205K | Sell |
1,087
-341
| -24% | -$64.3K | 0.08% | 126 |
|
|
2025
Q1 | $218K | Buy |
1,428
+2
| +0.1% | +$305 | 0.08% | 125 |
|
|
2024
Q4 | $207K | Sell |
1,426
-44
| -3% | -$6.39K | 0.07% | 131 |
|
|
2024
Q3 | $218K | Sell |
1,470
-507
| -26% | -$75.2K | 0.08% | 116 |
|
|
2024
Q2 | $261K | Sell |
1,977
-12,291
| -86% | -$1.62M | 0.09% | 104 |
|
|
2024
Q1 | $1.88M | Sell |
14,268
-323
| -2% | -$42.6K | 0.71% | 44 |
|
|
2023
Q4 | $1.85M | Buy |
14,591
+286
| +2% | +$36.2K | 0.77% | 40 |
|
|
2023
Q3 | $1.52M | Buy |
14,305
+312
| +2% | +$33K | 0.68% | 39 |
|
|
2023
Q2 | $1.64M | Sell |
13,993
-9,289
| -40% | -$1.09M | 0.77% | 38 |
|
|
2023
Q1 | $2.68M | Buy |
23,282
+739
| +3% | +$85K | 1.28% | 27 |
|
|
2022
Q4 | $2.52M | Buy |
22,543
+6,523
| +41% | +$730K | 1.22% | 26 |
|
|
2022
Q3 | $1.46M | Sell |
16,020
-236
| -1% | -$21.5K | 0.75% | 33 |
|
|
2022
Q2 | $1.61M | Buy |
16,256
+3,042
| +23% | +$302K | 0.81% | 32 |
|
|
2022
Q1 | $1.46M | Buy |
13,214
+1,278
| +11% | +$142K | 0.62% | 38 |
|
|
2021
Q4 | $1.23M | Buy |
11,936
+233
| +2% | +$24K | 0.5% | 45 |
|
|
2021
Q3 | $1.22M | Buy |
11,703
+200
| +2% | +$20.8K | 0.53% | 43 |
|
|
2021
Q2 | $1.26M | Sell |
11,503
-189
| -2% | -$20.7K | 0.68% | 36 |
|
|
2021
Q1 | $1.22M | Sell |
11,692
-159
| -1% | -$16.6K | 0.59% | 39 |
|
|
2020
Q4 | $1.12M | Buy |
11,851
+5,927
| +100% | +$561K | 0.54% | 42 |
|
|
2020
Q3 | $938 | Sell |
5,924
-238
| -4% | -$38 | 0.15% | 44 |
|
|
2020
Q2 | $1.02M | Sell |
6,162
-858
| -12% | -$141K | 0.54% | 39 |
|
|
2020
Q1 | $1.01M | Buy |
7,020
+5,374
| +326% | +$773K | 0.62% | 37 |
|
|
2019
Q4 | $366K | Buy |
1,646
+3
| +0.2% | +$667 | 0.19% | 59 |
|
|
2019
Q3 | $369K | Buy |
1,643
+88
| +6% | +$19.8K | 0.19% | 43 |
|
|
2019
Q2 | $333 | Sell |
1,555
-615
| -28% | -$132 | 0.14% | 41 |
|
|
2019
Q1 | $433K | Buy |
2,170
+7
| +0.3% | +$1.4K | 0.31% | 28 |
|
|
2018
Q4 | $374K | Sell |
2,163
-44
| -2% | -$7.61K | 0.31% | 29 |
|
|
2018
Q3 | $478K | Buy |
2,207
+133
| +6% | +$28.8K | 0.34% | 38 |
|
|
2018
Q2 | $399K | Hold |
2,074
| – | – | 0.3% | 40 |
|
|
2018
Q1 | $411K | Sell |
2,074
-188
| -8% | -$37.3K | 0.33% | 35 |
|
|
2017
Q4 | $426K | Buy |
+2,262
| New | +$426K | 0.36% | 27 |
|