Accurate Wealth Management, LLC ITA Holdings History
Accurate Wealth Management, LLC's iShares U.S. Aerospace & Defense ETF Holding Summary
As of 2025-06-30, Accurate Wealth Management, LLC held 37,989.00 shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling $7.17 Mil. This investment constitutes 1.1% of their stock portfolio, and Accurate Wealth Management, LLC now holds 0.08% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.
The initial trade took place in 2022Q4. And since then Accurate Wealth Management, LLC has made 5 purchases of ITA, at an average price of $134.05, for a total of 144,562.00 shares. In addition, there have been 3 sales at an average price of $131.88 for 106,573.00 shares. Based on historical transaction data and ITA's current price of $195.86, Accurate Wealth Management, LLC's estimated gain on his ITA holdings is $2.12 Mil, reflecting a 10.93% gain to date.
Accurate Wealth Management, LLC ITA ($195.86) Holding Chart
Accurate Wealth Management, LLC ITA ($195.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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