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Capasso Planning Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Capasso Planning 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
2023
Q1 		– Sell
-2,028
Closed -$227K – 102
2022
Q4 		$227K Buy
+2,028
New +$216K 0.14% 87

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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Capasso Planning Partners's ITA Position: Q1 2023 in Review

Capasso Planning Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2023, closing a stake of 2,028 shares — an estimated $227K sold.

Capasso Planning Partners first reported a position in ITA in Q4 2022 and held it in 1 quarter. The position peaked at $227K in Q4 2022. 548 funds tracked by Wall St. Rank hold ITA as of Q1 2023.

  • Capasso Planning Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2023 after selling out during the quarter.
  • Capasso Planning Partners sold 2,028 iShares US Aerospace & Defense ETF shares in Q1 2023, an estimated $227K.
  • Capasso Planning Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and held it in 1 quarter.
  • Capasso Planning Partners's iShares US Aerospace & Defense ETF position peaked at $227K in Q4 2022.
  • 548 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2023.

Based on Capasso Planning Partners's 13F filing for Q1 2023, filed 2 May 2023.