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

DeDora Capital’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
2022 Q2	–	Sell	-290	Closed	-$32K	–	244
2022 Q1	$32K	Buy	+290	New	+$30.8K	0.01%	198
2020 Q1	–	Sell	-3,004	Closed	-$334K	–	101
2019 Q4	$334K	Hold	3,004	–	–	0.2%	76
2019 Q3	$337K	Buy	3,004 +74	+3%	+$8.09K	0.23%	67
2019 Q2	$314K	Hold	2,930	–	–	0.22%	74
2019 Q1	$292K	Sell	2,930 -496	-14%	-$48.5K	0.22%	72
2018 Q4	$296K	Buy	3,426 +138	+4%	+$13.3K	0.26%	63
2018 Q3	$356K	Sell	3,288 -48	-1%	-$4.94K	0.27%	61
2018 Q2	$321K	Sell	3,336 -42	-1%	-$4.16K	0.25%	73
2018 Q1	$334K	Buy	3,378 +334	+11%	+$33.1K	0.27%	70
2017 Q4	$286K	Buy	+3,044	New	+$278K	0.24%	71

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DeDora Capital's ITA Position: Q2 2022 in Review

DeDora Capital sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2022, closing a stake of 290 shares — an estimated $32K sold.

DeDora Capital first reported a position in ITA in Q4 2017 and held it in 10 quarters. The position peaked at $356K in Q3 2018. 424 funds tracked by Wall St. Rank hold ITA as of Q2 2022.

DeDora Capital reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 290 iShares US Aerospace & Defense ETF shares in Q2 2022, an estimated $32K.
DeDora Capital first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and held it in 10 quarters.
DeDora Capital's iShares US Aerospace & Defense ETF position peaked at $356K in Q3 2018.
424 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.