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

ARS 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
2021
Q2 		$438K Hold
4,000
– – 0.08% 85
2021
Q1 		$416K Hold
4,000
– – 0.09% 80
2020
Q4 		$379K Buy
+4,000
New +$352K 0.08% 83

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ARS Wealth Advisors's ITA Position: Q2 2021 in Review

ARS Wealth Advisors held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2021 at 4,000 shares worth $438K. The position accounts for 0.08% of the portfolio, ranked #85.

ARS Wealth Advisors first reported a position in ITA in Q4 2020 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold ITA as of Q2 2021.

  • ARS Wealth Advisors held 4,000 shares of iShares US Aerospace & Defense ETF worth $438K as of Q2 2021.
  • ARS Wealth Advisors left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2021.
  • iShares US Aerospace & Defense ETF made up 0.08% of ARS Wealth Advisors's portfolio in Q2 2021, its #85 holding.
  • ARS Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.