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Blue Chip Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Blue Chip Partners’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
Q4 		– Sell
-1,453
Closed -$217K – 174
2024
Q3 		$217K Sell
1,453
-1,294
-47% -$182K 0.02% 138
2024
Q2 		$363K Buy
+2,747
New +$364K 0.03% 106
2023
Q4 		– Sell
-105,843
Closed -$11.2M – 183
2023
Q3 		$11.2M Buy
+105,843
New +$12.1M 1.34% 32

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Blue Chip Partners's ITA Position: Q4 2024 in Review

Blue Chip Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 1,453 shares — an estimated $217K sold.

Blue Chip Partners first reported a position in ITA in Q3 2023 and held it in 3 quarters. The position peaked at $11.2M in Q3 2023. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

  • Blue Chip Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Chip Partners sold 1,453 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $217K.
  • Blue Chip Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and held it in 3 quarters.
  • Blue Chip Partners's iShares US Aerospace & Defense ETF position peaked at $11.2M in Q3 2023.
  • 696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Blue Chip Partners's 13F filing for Q4 2024, filed 31 Jan 2025.