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

BKM 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
2024
Q1 		– Sell
-65
Closed -$8.23K – 362
2023
Q4 		$8.23K Buy
+65
New +$7.51K ﹤0.01% 470

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BKM Wealth Management's ITA Position: Q1 2024 in Review

BKM Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2024, closing a stake of 65 shares — an estimated $8.23K sold.

BKM Wealth Management first reported a position in ITA in Q4 2023 and held it in 1 quarter. The position peaked at $8.23K in Q4 2023. 615 funds tracked by Wall St. Rank hold ITA as of Q1 2024.

  • BKM Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 65 iShares US Aerospace & Defense ETF shares in Q1 2024, an estimated $8.23K.
  • BKM Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's iShares US Aerospace & Defense ETF position peaked at $8.23K in Q4 2023.
  • 615 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.