WealthCare Investment 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 | $9.01M | Buy |
48,229
+1,941
| +4% | +$363K | 3.24% | 4 |
|
2025
Q1 | $6.78M | Buy |
46,288
+3,156
| +7% | +$462K | 2.87% | 6 |
|
2024
Q4 | $6.25M | Buy |
43,132
+3,149
| +8% | +$456K | 2.73% | 5 |
|
2024
Q3 | $6.05M | Buy |
39,983
+3,444
| +9% | +$521K | 2.65% | 6 |
|
2024
Q2 | $4.82M | Sell |
36,539
-749
| -2% | -$98.9K | 2.24% | 11 |
|
2024
Q1 | $4.92M | Buy |
37,288
+1,275
| +4% | +$168K | 2.38% | 10 |
|
2023
Q4 | $4.41M | Buy |
36,013
+42
| +0.1% | +$5.14K | 2.41% | 10 |
|
2023
Q3 | $3.77M | Buy |
35,971
+965
| +3% | +$101K | 2.29% | 10 |
|
2023
Q2 | $4.09M | Buy |
35,006
+7,078
| +25% | +$826K | 2.45% | 9 |
|
2023
Q1 | $3.21M | Buy |
27,928
+6,910
| +33% | +$795K | 1.94% | 11 |
|
2022
Q4 | $2.35M | Buy |
21,018
+4,839
| +30% | +$541K | 1.6% | 16 |
|
2022
Q3 | $1.48M | Buy |
16,179
+2,684
| +20% | +$245K | 1.22% | 22 |
|
2022
Q2 | $1.34M | Buy |
13,495
+6,285
| +87% | +$623K | 1.14% | 25 |
|
2022
Q1 | $805K | Buy |
+7,210
| New | +$805K | 0.72% | 40 |
|