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

Atlas Private Wealth 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
2021 Q2	–	Sell	-1,329	Closed	-$138K	–	236
2021 Q1	$138K	Hold	1,329	–	–	0.09%	136
2020 Q4	$126K	Sell	1,329 -113	-8%	-$9.94K	0.09%	143
2020 Q3	$114K	Buy	1,442 +112	+8%	+$9.18K	0.09%	136
2020 Q2	$109K	Hold	1,330	–	–	0.09%	146
2020 Q1	$96K	Buy	1,330 +2	+0.2%	+$205	0.09%	147
2019 Q4	$148K	Buy	+1,328	New	+$149K	0.11%	143

Other funds holding ITA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

Atlas Private Wealth Management's ITA Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2021, closing a stake of 1,329 shares — an estimated $138K sold.

Atlas Private Wealth Management first reported a position in ITA in Q4 2019 and held it in 6 quarters. The position peaked at $148K in Q4 2019. 329 funds tracked by Wall St. Rank hold ITA as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,329 iShares US Aerospace & Defense ETF shares in Q2 2021, an estimated $138K.
Atlas Private Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares US Aerospace & Defense ETF position peaked at $148K in Q4 2019.
329 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.