Capital Wealth Planning’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Capital Wealth Planning’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	-6,824	Closed	-$491K	–	149
2020 Q1	$491K	Buy	6,824 +100	+1%	+$10.2K	0.03%	126
2019 Q4	$747K	Buy	6,724 +1,210	+22%	+$136K	0.04%	99
2019 Q3	$607K	Buy	+5,514	New	+$603K	0.04%	123

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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 Wealth Planning's ITA Position: Q2 2020 in Review

Capital Wealth Planning sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2020, closing a stake of 6,824 shares — an estimated $491K sold.

Capital Wealth Planning first reported a position in ITA in Q3 2019 and held it in 3 quarters. The position peaked at $747K in Q4 2019. 334 funds tracked by Wall St. Rank hold ITA as of Q2 2020.

Capital Wealth Planning reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 6,824 iShares US Aerospace & Defense ETF shares in Q2 2020, an estimated $491K.
Capital Wealth Planning first reported a position in iShares US Aerospace & Defense ETF in Q3 2019 and held it in 3 quarters.
Capital Wealth Planning's iShares US Aerospace & Defense ETF position peaked at $747K in Q4 2019.
334 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.