Chicago Wealth Management, Inc. ITA Holdings History
Chicago Wealth Management, Inc.'s iShares U.S. Aerospace & Defense ETF Holding Summary
As of 2025-03-31, Chicago Wealth Management, Inc. held 75,890.00 shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling $11.62 Mil. This investment constitutes 6.09% of their stock portfolio, and Chicago Wealth Management, Inc. now holds 0.18% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.
The initial trade took place in 2022Q4. And since then Chicago Wealth Management, Inc. has made 8 purchases of ITA, at an average price of $112.23, for a total of 76,986.00 shares. In addition, there have been 2 sales at an average price of $114.75 for 1,096.00 shares. Based on historical transaction data and ITA's current price of $197.06, Chicago Wealth Management, Inc.'s estimated gain on his ITA holdings is $6.44 Mil, reflecting a 74.55% gain to date.
Chicago Wealth Management, Inc. ITA ($197.06) Holding Chart
Chicago Wealth Management, Inc. ITA ($197.06) 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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