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

Elmwood 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
Q4 		– Sell
-36
Closed -$4K – 165
2019
Q3 		$4K Sell
36
-62
-63% -$6.78K ﹤0.01% 218
2019
Q2 		$10K Hold
98
– – 0.01% 196
2019
Q1 		$10K Hold
98
– – 0.01% 191
2018
Q4 		$8K Buy
+98
New +$9.44K 0.01% 204

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

Elmwood Wealth Management's ITA Position: Q4 2019 in Review

Elmwood Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2019, closing a stake of 36 shares — an estimated $4K sold.

Elmwood Wealth Management first reported a position in ITA in Q4 2018 and held it in 4 quarters. The position peaked at $10K in Q2 2019. 417 funds tracked by Wall St. Rank hold ITA as of Q4 2019.

  • Elmwood Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 36 iShares US Aerospace & Defense ETF shares in Q4 2019, an estimated $4K.
  • Elmwood Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and held it in 4 quarters.
  • Elmwood Wealth Management's iShares US Aerospace & Defense ETF position peaked at $10K in Q2 2019.
  • 417 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2019.

Based on Elmwood Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.