Cascadia Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$216K	Buy	+1,944	New	+$218K	0.06%	226

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cascadia Advisory Services's ITA Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q4 2019: 1,944 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #226 among its holdings.

417 funds tracked by Wall St. Rank hold ITA as of Q4 2019.

Cascadia Advisory Services held 1,944 shares of iShares US Aerospace & Defense ETF worth $216K as of Q4 2019.
iShares US Aerospace & Defense ETF was a new Cascadia Advisory Services position in Q4 2019.
iShares US Aerospace & Defense ETF made up 0.06% of Cascadia Advisory Services's portfolio in Q4 2019, its #226 holding.
417 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.