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Clear Point Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-203
Closed -$30.3K – 322
2024
Q3 		$30.3K Buy
203
+1
+0.5% +$141 0.02% 246
2024
Q2 		$26.7K Hold
202
– – 0.02% 247
2024
Q1 		$26.6K Hold
202
– – 0.02% 256
2023
Q4 		$25.5K Buy
+202
New +$23.3K 0.02% 243

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clear Point Advisors's ITA Position: Q4 2024 in Review

Clear Point Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 203 shares — an estimated $30.3K sold.

Clear Point Advisors first reported a position in ITA in Q4 2023 and held it in 4 quarters. The position peaked at $30.3K in Q3 2024. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

  • Clear Point Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 203 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $30.3K.
  • Clear Point Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's iShares US Aerospace & Defense ETF position peaked at $30.3K in Q3 2024.
  • 696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.