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

Biltmore 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
2018
Q2 		– Sell
-2,020
Closed -$200K – 41
2018
Q1 		$200K Buy
+2,020
New +$200K 0.19% 39

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Biltmore Wealth Management's ITA Position: Q2 2018 in Review

Biltmore Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2018, closing a stake of 2,020 shares — an estimated $200K sold.

Biltmore Wealth Management first reported a position in ITA in Q1 2018 and held it in 1 quarter. The position peaked at $200K in Q1 2018. 326 funds tracked by Wall St. Rank hold ITA as of Q2 2018.

  • Biltmore Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2018 after selling out during the quarter.
  • Biltmore Wealth Management sold 2,020 iShares US Aerospace & Defense ETF shares in Q2 2018, an estimated $200K.
  • Biltmore Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2018 and held it in 1 quarter.
  • Biltmore Wealth Management's iShares US Aerospace & Defense ETF position peaked at $200K in Q1 2018.
  • 326 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2018.

Based on Biltmore Wealth Management's 13F filing for Q2 2018, filed 19 Jul 2018.