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Crescent Capital Consulting’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Crescent Capital Consulting’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
2021
Q2 		– Sell
-50
Closed -$5K – 512
2021
Q1 		$5K Hold
50
– – ﹤0.01% 418
2020
Q4 		$5K Buy
+50
New +$4.4K ﹤0.01% 378

Other funds holding ITA

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Bank of America
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crescent Capital Consulting's ITA Position: Q2 2021 in Review

Crescent Capital Consulting sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2021, closing a stake of 50 shares — an estimated $5K sold.

Crescent Capital Consulting first reported a position in ITA in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 329 funds tracked by Wall St. Rank hold ITA as of Q2 2021.

  • Crescent Capital Consulting reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2021 after selling out during the quarter.
  • Crescent Capital Consulting sold 50 iShares US Aerospace & Defense ETF shares in Q2 2021, an estimated $5K.
  • Crescent Capital Consulting first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and held it in 2 quarters.
  • Crescent Capital Consulting's iShares US Aerospace & Defense ETF position peaked at $5K in Q1 2021.
  • 329 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2021.

Based on Crescent Capital Consulting's 13F filing for Q2 2021, filed 15 Jul 2021.