Capstone Wealth Management Group LLC ITA Holdings History
Capstone Wealth Management Group LLC's iShares U.S. Aerospace & Defense ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management Group LLC held 21,959.00 shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling $4.14 Mil. This investment constitutes 3.01% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0.05% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.
The initial trade took place in 2024Q4. And since then Capstone Wealth Management Group LLC has made 1 purchases of ITA, at an average price of $150.80, for a total of 22,769.00 shares. In addition, there have been 1 sales at an average price of $152.74 for 810.00 shares. Based on historical transaction data and ITA's current price of $196.11, Capstone Wealth Management Group LLC's estimated gain on his ITA holdings is $996,613.84, reflecting a 29.03% gain to date.
Capstone Wealth Management Group LLC ITA ($196.11) Holding Chart
Capstone Wealth Management Group LLC ITA ($196.11) 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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