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

Beam 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
2020
Q2 		– Sell
-8,182
Closed -$588K – 151
2020
Q1 		$588K Buy
8,182
+6,108
+295% +$625K 0.58% 59
2019
Q4 		$230K Buy
+2,074
New +$233K 0.21% 135

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Beam Wealth Advisors's ITA Position: Q2 2020 in Review

Beam Wealth Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2020, closing a stake of 8,182 shares — an estimated $588K sold.

Beam Wealth Advisors first reported a position in ITA in Q4 2019 and held it in 2 quarters. The position peaked at $588K in Q1 2020. 334 funds tracked by Wall St. Rank hold ITA as of Q2 2020.

  • Beam Wealth Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 8,182 iShares US Aerospace & Defense ETF shares in Q2 2020, an estimated $588K.
  • Beam Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and held it in 2 quarters.
  • Beam Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $588K in Q1 2020.
  • 334 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.