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Acima Private Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Acima Private Wealth’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
2020
Q4 		– Sell
-330
Closed -$26K – 241
2020
Q3 		$26K Hold
330
– – 0.02% 169
2020
Q2 		$27K Hold
330
– – 0.02% 187
2020
Q1 		$24K Hold
330
– – 0.02% 194
2019
Q4 		$37K Hold
330
– – 0.03% 202
2019
Q3 		$37K Buy
+330
New +$36.1K 0.03% 202

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Acima Private Wealth's ITA Position: Q4 2020 in Review

Acima Private Wealth sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2020, closing a stake of 330 shares — an estimated $26K sold.

Acima Private Wealth first reported a position in ITA in Q3 2019 and held it in 5 quarters. The position peaked at $37K in Q4 2019. 350 funds tracked by Wall St. Rank hold ITA as of Q4 2020.

  • Acima Private Wealth reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2020 after selling out during the quarter.
  • Acima Private Wealth sold 330 iShares US Aerospace & Defense ETF shares in Q4 2020, an estimated $26K.
  • Acima Private Wealth first reported a position in iShares US Aerospace & Defense ETF in Q3 2019 and held it in 5 quarters.
  • Acima Private Wealth's iShares US Aerospace & Defense ETF position peaked at $37K in Q4 2019.
  • 350 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2020.

Based on Acima Private Wealth's 13F filing for Q4 2020, filed 14 May 2021.