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Capital Directions Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Capital Directions Investment Advisors’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
Q2 		– Sell
-42
Closed -$3K – 226
2020
Q1 		$3K Hold
42
– – ﹤0.01% 222
2019
Q4 		$5K Hold
42
– – ﹤0.01% 233
2019
Q3 		$5K Buy
+42
New +$4.59K ﹤0.01% 228

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Capital Directions Investment Advisors's ITA Position: Q2 2020 in Review

Capital Directions Investment Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2020, closing a stake of 42 shares — an estimated $3K sold.

Capital Directions Investment Advisors first reported a position in ITA in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 334 funds tracked by Wall St. Rank hold ITA as of Q2 2020.

  • Capital Directions Investment Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 42 iShares US Aerospace & Defense ETF shares in Q2 2020, an estimated $3K.
  • Capital Directions Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2019 and held it in 3 quarters.
  • Capital Directions Investment Advisors's iShares US Aerospace & Defense ETF position peaked at $5K in Q4 2019.
  • 334 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.