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Buckingham Strategic Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Buckingham Strategic Wealth’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
2022
Q2 		– Sell
-4,893
Closed -$542K – 628
2022
Q1 		$542K Buy
4,893
+7
+0.1% +$745 0.01% 351
2021
Q4 		$502K Buy
4,886
+16
+0.3% +$1.67K 0.01% 365
2021
Q3 		$508K Hold
4,870
– – 0.01% 354
2021
Q2 		$533K Buy
4,870
+23
+0.5% +$2.48K 0.01% 336
2021
Q1 		$505K Sell
4,847
-1,469
-23% -$143K 0.02% 326
2020
Q4 		$598K Sell
6,316
-1,468
-19% -$129K 0.03% 288
2020
Q3 		$616K Sell
7,784
-650
-8% -$53.3K 0.05% 234
2020
Q2 		$695K Sell
8,434
-3,548
-30% -$280K 0.07% 185
2020
Q1 		$862K Sell
11,982
-8,592
-42% -$879K 0.08% 177
2019
Q4 		$2.29M Buy
20,574
+1,652
+9% +$186K 0.22% 89
2019
Q3 		$2.13M Sell
18,922
-1,422
-7% -$155K 0.23% 87
2019
Q2 		$2.18M Buy
20,344
+18
+0.1% +$1.86K 0.24% 81
2019
Q1 		$2.03M Sell
20,326
-796
-4% -$77.8K 0.26% 83
2018
Q4 		$1.83M Sell
21,122
-430
-2% -$41.4K 0.28% 75
2018
Q3 		$2.33M Sell
21,552
-64
-0.3% -$6.58K 0.36% 57
2018
Q2 		$2.08M Sell
21,616
-1,142
-5% -$113K 0.34% 60
2018
Q1 		$2.25M Buy
22,758
+1,198
+6% +$119K 0.44% 49
2017
Q4 		$2.03M Buy
21,560
+13,516
+168% +$1.24M 0.42% 52
2017
Q3 		$716K Buy
8,044
+74
+0.9% +$6.21K 0.17% 123
2017
Q2 		$627K Buy
+7,970
New +$615K 0.15% 130

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Buckingham Strategic Wealth's ITA Position: Q2 2022 in Review

Buckingham Strategic Wealth sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2022, closing a stake of 4,893 shares — an estimated $542K sold.

Buckingham Strategic Wealth first reported a position in ITA in Q2 2017 and held it in 20 quarters. The position peaked at $2.33M in Q3 2018. 424 funds tracked by Wall St. Rank hold ITA as of Q2 2022.

  • Buckingham Strategic Wealth reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,893 iShares US Aerospace & Defense ETF shares in Q2 2022, an estimated $542K.
  • Buckingham Strategic Wealth first reported a position in iShares US Aerospace & Defense ETF in Q2 2017 and held it in 20 quarters.
  • Buckingham Strategic Wealth's iShares US Aerospace & Defense ETF position peaked at $2.33M in Q3 2018.
  • 424 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2022.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.