Wealth Management Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $739K | Hold |
3,930
| – | – | 0.26% | 78 |
|
2025
Q1 | $602K | Sell |
3,930
-8
| -0.2% | -$1.23K | 0.28% | 69 |
|
2024
Q4 | $572K | Sell |
3,938
-30
| -0.8% | -$4.36K | 0.25% | 73 |
|
2024
Q3 | $594K | Sell |
3,968
-19
| -0.5% | -$2.84K | 0.28% | 67 |
|
2024
Q2 | $526K | Buy |
3,987
+1,401
| +54% | +$185K | 0.26% | 63 |
|
2024
Q1 | $341K | Sell |
2,586
-36
| -1% | -$4.75K | 0.17% | 87 |
|
2023
Q4 | $332K | Buy |
+2,622
| New | +$332K | 0.19% | 83 |
|