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Doyle Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Doyle Wealth Management’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
-50
Closed -$5K – 463
2019
Q2 		$5K Buy
+50
New +$5.18K ﹤0.01% 734
2019
Q1 		– Sell
-50
Closed -$4K – 445
2018
Q4 		$4K Buy
+50
New +$4.82K ﹤0.01% 751

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

Doyle Wealth Management's ITA Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2019, closing a stake of 50 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in ITA in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2019. 378 funds tracked by Wall St. Rank hold ITA as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 50 iShares US Aerospace & Defense ETF shares in Q3 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares US Aerospace & Defense ETF position peaked at $5K in Q2 2019.
  • 378 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.