WANY
Wealthspire Advisors (New York)’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 | $1.17M | Buy |
6,176
+575
| +10% | +$108K | 0.01% | 356 |
|
|
2025
Q1 | $857K | Buy |
5,601
+69
| +1% | +$10.6K | 0.01% | 410 |
|
|
2024
Q4 | $804K | Sell |
5,532
-250
| -4% | -$36.3K | 0.01% | 415 |
|
|
2024
Q3 | $865K | Buy |
5,782
+279
| +5% | +$41.7K | 0.01% | 396 |
|
|
2024
Q2 | $727K | Buy |
5,503
+1,768
| +47% | +$233K | 0.01% | 363 |
|
|
2024
Q1 | $493K | Buy |
3,735
+911
| +32% | +$120K | 0.01% | 430 |
|
|
2023
Q4 | $357K | Buy |
2,824
+266
| +10% | +$33.7K | 0.01% | 481 |
|
|
2023
Q3 | $271K | Buy |
2,558
+262
| +11% | +$27.8K | ﹤0.01% | 503 |
|
|
2023
Q2 | $268K | Buy |
2,296
+3
| +0.1% | +$350 | ﹤0.01% | 472 |
|
|
2023
Q1 | $264K | Buy |
2,293
+3
| +0.1% | +$345 | ﹤0.01% | 460 |
|
|
2022
Q4 | $256K | Buy |
2,290
+3
| +0.1% | +$336 | ﹤0.01% | 488 |
|
|
2022
Q3 | $209K | Buy |
2,287
+5
| +0.2% | +$457 | ﹤0.01% | 473 |
|
|
2022
Q2 | $226K | Buy |
2,282
+4
| +0.2% | +$396 | ﹤0.01% | 457 |
|
|
2022
Q1 | $252K | Buy |
2,278
+2
| +0.1% | +$221 | 0.01% | 382 |
|
|
2021
Q4 | $234K | Buy |
2,276
+2
| +0.1% | +$206 | 0.01% | 487 |
|
|
2021
Q3 | $237K | Sell |
2,274
-126
| -5% | -$13.1K | ﹤0.01% | 510 |
|
|
2021
Q2 | $263K | Buy |
2,400
+132
| +6% | +$14.5K | 0.01% | 314 |
|
|
2021
Q1 | $236K | Buy |
+2,268
| New | +$236K | 0.01% | 629 |
|
|
2020
Q2 | – | Sell |
-1,434
| Closed | -$206K | – | 403 |
|
|
2020
Q1 | $206K | Buy |
1,434
+343
| +31% | +$49.3K | 0.01% | 487 |
|
|
2019
Q4 | $242K | Buy |
1,091
+6
| +0.6% | +$1.33K | 0.02% | 178 |
|
|
2019
Q3 | $244K | Buy |
+1,085
| New | +$244K | 0.02% | 137 |
|