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