MinichMacGregor Wealth Management, LLC ITA Holdings History
MinichMacGregor Wealth Management, LLC's iShares U.S. Aerospace & Defense ETF Holding Summary
As of 2025-06-30, MinichMacGregor Wealth Management, LLC held 84,387.00 shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling $15.92 Mil. This investment constitutes 3.4% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 0.19% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.
The initial trade took place in 2018Q2. And since then MinichMacGregor Wealth Management, LLC has made 10 purchases of ITA, at an average price of $104.18, for a total of 229,365.00 shares. In addition, there have been 9 sales at an average price of $99.66 for 144,978.00 shares. Based on historical transaction data and ITA's current price of $196.20, MinichMacGregor Wealth Management, LLC's estimated gain on his ITA holdings is $7.11 Mil, reflecting a 29.75% gain to date.
MinichMacGregor Wealth Management, LLC ITA ($196.20) Holding Chart
MinichMacGregor Wealth Management, LLC ITA ($196.20) 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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