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Fiduciary Planning’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Fiduciary Planning’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
-125
Closed -$13K – 160
2021
Q1 		$13K Buy
+125
New +$12.2K 0.02% 145

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Fiduciary Planning's ITA Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2021, closing a stake of 125 shares — an estimated $13K sold.

Fiduciary Planning first reported a position in ITA in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 329 funds tracked by Wall St. Rank hold ITA as of Q2 2021.

  • Fiduciary Planning reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 125 iShares US Aerospace & Defense ETF shares in Q2 2021, an estimated $13K.
  • Fiduciary Planning first reported a position in iShares US Aerospace & Defense ETF in Q1 2021 and held it in 1 quarter.
  • Fiduciary Planning's iShares US Aerospace & Defense ETF position peaked at $13K in Q1 2021.
  • 329 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.