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Clarus Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-1,742
Closed -$187K – 351
2019
Q2 		$187K Sell
1,742
-112
-6% -$11.6K 0.14% 122
2019
Q1 		$185K Buy
1,854
+1,732
+1,420% +$169K 0.14% 110
2018
Q4 		$10K Buy
122
+32
+36% +$3.08K 0.02% 513
2018
Q3 		$10K Buy
90
+4
+5% +$411 0.01% 541
2018
Q2 		$9K Buy
+86
New +$8.52K 0.01% 544

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clarus Wealth Advisors's ITA Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2019, closing a stake of 1,742 shares — an estimated $187K sold.

Clarus Wealth Advisors first reported a position in ITA in Q2 2018 and held it in 5 quarters. The position peaked at $187K in Q2 2019. 378 funds tracked by Wall St. Rank hold ITA as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,742 iShares US Aerospace & Defense ETF shares in Q3 2019, an estimated $187K.
  • Clarus Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $187K in Q2 2019.
  • 378 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.