AXS Investments’s iShares US Aerospace & Defense ETF ITA Stock Holding History

AXS Investments’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
2022 Q2	–	Sell	-7,300	Closed	-$809K	–	216
2022 Q1	$809K	Buy	+7,300	New	+$776K	0.32%	68

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AXS Investments's ITA Position: Q2 2022 in Review

AXS Investments sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2022, closing a stake of 7,300 shares — an estimated $809K sold.

AXS Investments first reported a position in ITA in Q1 2022 and held it in 1 quarter. The position peaked at $809K in Q1 2022. 424 funds tracked by Wall St. Rank hold ITA as of Q2 2022.

AXS Investments reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
AXS Investments sold 7,300 iShares US Aerospace & Defense ETF shares in Q2 2022, an estimated $809K.
AXS Investments first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and held it in 1 quarter.
AXS Investments's iShares US Aerospace & Defense ETF position peaked at $809K in Q1 2022.
424 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2022.

Based on AXS Investments's 13F filing for Q2 2022, filed 11 Aug 2022.