Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$39,576.24
% of Total Estimate Gain
1.39%

Elk River Wealth Management, LLC's iShares U.S. Aerospace & Defense ETF Holding Summary

As of 2025-03-31, Elk River Wealth Management, LLC held - shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.

The initial trade took place in 2024Q4. And since then Elk River Wealth Management, LLC has made 1 purchases of ITA, at an average price of $150.65, for a total of 18,936.00 shares. In addition, there have been 1 sales at an average price of $152.74 for 18,936.00 shares. Based on historical transaction data and ITA's current price of $187.55, Elk River Wealth Management, LLC's estimated gain on his ITA holdings is $39,576.24, reflecting a 1.39% gain to date.

Elk River Wealth Management, LLC ITA ($187.55) Holding Chart

Elk River Wealth Management, LLC ITA ($187.55) 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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