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Aaron Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Aaron Wealth Advisors’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-693
Closed -$76.8K – 510
2022
Q1 		$76.8K Buy
+693
New +$73.7K 0.02% 323

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aaron Wealth Advisors's ITA Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2022, closing a stake of 693 shares — an estimated $76.8K sold.

Aaron Wealth Advisors first reported a position in ITA in Q1 2022 and held it in 1 quarter. The position peaked at $76.8K in Q1 2022. 424 funds tracked by Wall St. Rank hold ITA as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 693 iShares US Aerospace & Defense ETF shares in Q2 2022, an estimated $76.8K.
  • Aaron Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $76.8K in Q1 2022.
  • 424 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.