CWM
ITA icon

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

Campbell 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
2020
Q3 		– Sell
-440
Closed -$36K – 204
2020
Q2 		$36K Buy
+440
New +$34.7K 0.01% 179

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Campbell Wealth Management's ITA Position: Q3 2020 in Review

Campbell Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2020, closing a stake of 440 shares — an estimated $36K sold.

Campbell Wealth Management first reported a position in ITA in Q2 2020 and held it in 1 quarter. The position peaked at $36K in Q2 2020. 315 funds tracked by Wall St. Rank hold ITA as of Q3 2020.

  • Campbell Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 440 iShares US Aerospace & Defense ETF shares in Q3 2020, an estimated $36K.
  • Campbell Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's iShares US Aerospace & Defense ETF position peaked at $36K in Q2 2020.
  • 315 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.