American Institute for Advanced Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

American Institute for Advanced Investment Management’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 Q1	–	Sell	-2,440	Closed	-$271K	–	93
2019 Q4	$271K	Buy	+2,440	New	+$274K	0.26%	82

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

American Institute for Advanced Investment Management's ITA Position: Q1 2020 in Review

American Institute for Advanced Investment Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2020, closing a stake of 2,440 shares — an estimated $271K sold.

American Institute for Advanced Investment Management first reported a position in ITA in Q4 2019 and held it in 1 quarter. The position peaked at $271K in Q4 2019. 347 funds tracked by Wall St. Rank hold ITA as of Q1 2020.

American Institute for Advanced Investment Management reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
American Institute for Advanced Investment Management sold 2,440 iShares US Aerospace & Defense ETF shares in Q1 2020, an estimated $271K.
American Institute for Advanced Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and held it in 1 quarter.
American Institute for Advanced Investment Management's iShares US Aerospace & Defense ETF position peaked at $271K in Q4 2019.
347 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2020.

Based on American Institute for Advanced Investment Management's 13F filing for Q1 2020, filed 22 Apr 2020.