WealthShield 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 | $10.2K | Buy |
+54
| New | +$10.2K | ﹤0.01% | 495 |
|
|
2025
Q1 | – | Sell |
-346
| Closed | -$50.3K | – | 541 |
|
|
2024
Q4 | $50.3K | Buy |
346
+309
| +835% | +$44.9K | 0.01% | 379 |
|
|
2024
Q3 | $5.54K | Buy |
+37
| New | +$5.54K | ﹤0.01% | 458 |
|
|
2024
Q1 | – | Sell |
-2,027
| Closed | -$257K | – | 498 |
|
|
2023
Q4 | $257K | Buy |
2,027
+427
| +27% | +$54.1K | 0.04% | 250 |
|
|
2023
Q3 | $170K | Hold |
1,600
| – | – | 0.03% | 300 |
|
|
2023
Q2 | $187K | Sell |
1,600
-75
| -4% | -$8.75K | 0.03% | 298 |
|
|
2023
Q1 | $193K | Sell |
1,675
-1,647
| -50% | -$190K | 0.03% | 295 |
|
|
2022
Q4 | $372K | Buy |
+3,322
| New | +$372K | 0.07% | 225 |
|
|
2022
Q2 | – | Sell |
-19,271
| Closed | -$2.14M | – | 310 |
|
|
2022
Q1 | $2.14M | Buy |
+19,271
| New | +$2.14M | 0.34% | 69 |
|