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

BDO 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 Q1	–	Sell	-2,506	Closed	-$237K	–	1212
2020 Q4	$237K	Sell	2,506 -16	-0.6%	-$1.41K	0.03%	219
2020 Q3	$200K	Hold	2,522	–	–	0.03%	218
2020 Q2	$208K	Sell	2,522 -58	-2%	-$4.58K	0.04%	212
2020 Q1	$186K	Hold	2,580	–	–	0.04%	211
2019 Q4	$286K	Hold	2,580	–	–	0.07%	158
2019 Q3	$290K	Hold	2,580	–	–	0.07%	157
2019 Q2	$276K	Buy	+2,580	New	+$267K	0.08%	157

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

BDO Wealth Advisors's ITA Position: Q1 2021 in Review

BDO Wealth Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2021, closing a stake of 2,506 shares — an estimated $237K sold.

BDO Wealth Advisors first reported a position in ITA in Q2 2019 and held it in 7 quarters. The position peaked at $290K in Q3 2019. 331 funds tracked by Wall St. Rank hold ITA as of Q1 2021.

BDO Wealth Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 2,506 iShares US Aerospace & Defense ETF shares in Q1 2021, an estimated $237K.
BDO Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $290K in Q3 2019.
331 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.