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Dowling & Yahnke’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Dowling & Yahnke’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
2020
Q1 		– Sell
-170
Closed -$19K – 342
2019
Q4 		$19K Buy
+170
New +$19.1K ﹤0.01% 335

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dowling & Yahnke's ITA Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2020, closing a stake of 170 shares — an estimated $19K sold.

Dowling & Yahnke first reported a position in ITA in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 347 funds tracked by Wall St. Rank hold ITA as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 170 iShares US Aerospace & Defense ETF shares in Q1 2020, an estimated $19K.
  • Dowling & Yahnke first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares US Aerospace & Defense ETF position peaked at $19K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.