American Financial Network Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

American Financial Network Advisory Services’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
2019 Q3	$681K	Sell	6,062 -12,014	-66%	-$1.31M	1.02%	21
2019 Q2	$1.92M	Sell	18,076 -1,440	-7%	-$149K	1.51%	11
2019 Q1	$1.91M	Sell	19,516 -10,798	-36%	-$1.06M	1.41%	12
2018 Q4	$2.62M	Sell	30,314 -6,208	-17%	-$598K	1.86%	7
2018 Q3	$3.97M	Buy	36,522 +35,806	+5,001%	+$3.68M	2.1%	7
2018 Q2	$3.61K	Sell	716 -16	-2%	-$1.58K	1.96%	7
2018 Q1	$3.72K	Sell	732 -30,744	-98%	-$3.05M	1.94%	9
2017 Q4	$2.96M	Buy	31,476 +7,384	+31%	+$675K	1.24%	12
2017 Q3	$2.15M	Buy	+24,092	New	+$2.02M	0.92%	21

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

American Financial Network Advisory Services's ITA Position: Q3 2019 in Review

American Financial Network Advisory Services reduced its iShares US Aerospace & Defense ETF (ITA) stake by 66% in Q3 2019, selling an estimated $1.31M and leaving 6,062 shares worth $681K. The position accounts for 1.02% of the portfolio, ranked #21.

American Financial Network Advisory Services first reported a position in ITA in Q3 2017 and has held it in 9 quarters since. The position peaked at $3.97M in Q3 2018. 378 funds tracked by Wall St. Rank hold ITA as of Q3 2019.

American Financial Network Advisory Services held 6,062 shares of iShares US Aerospace & Defense ETF worth $681K as of Q3 2019.
American Financial Network Advisory Services sold 12,014 iShares US Aerospace & Defense ETF shares in Q3 2019, an estimated $1.31M.
iShares US Aerospace & Defense ETF made up 1.02% of American Financial Network Advisory Services's portfolio in Q3 2019, its #21 holding.
American Financial Network Advisory Services first reported a position in iShares US Aerospace & Defense ETF in Q3 2017 and has held it in 9 quarters since.
American Financial Network Advisory Services's iShares US Aerospace & Defense ETF position peaked at $3.97M in Q3 2018.
378 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.