Financial Gravity Asset Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Financial Gravity Asset 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
2025 Q1	$7.66K	Buy	+50	New	+$7.64K	﹤0.01%	658
2024 Q2	$6.6K	Sell	50 -178	-78%	-$23.6K	﹤0.01%	558
2024 Q1	$28.9K	Hold	228	–	–	0.01%	329
2023 Q4	$28.9K	Buy	+228	New	+$26.3K	0.01%	334
2019 Q4	$11K	Sell	98 -26	-21%	-$2.92K	0.01%	1177
2019 Q3	$14K	Sell	124 -258	-68%	-$28.2K	0.01%	533
2019 Q2	$41K	Buy	382 +190	+99%	+$19.7K	0.03%	355
2019 Q1	$20K	Buy	+192	New	+$18.8K	0.02%	444

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Gravity Asset Management's ITA Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q1 2025: 50 shares worth $7.66K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in ITA as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in ITA in Q1 2019 and has held it in 8 quarters since. The position peaked at $41K in Q2 2019. 699 funds tracked by Wall St. Rank hold ITA as of Q1 2025.

Financial Gravity Asset Management held 50 shares of iShares US Aerospace & Defense ETF worth $7.66K as of Q1 2025.
iShares US Aerospace & Defense ETF was a new Financial Gravity Asset Management position in Q1 2025.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #658 holding.
Financial Gravity Asset Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2019 and has held it in 8 quarters since.
Financial Gravity Asset Management's iShares US Aerospace & Defense ETF position peaked at $41K in Q2 2019.
699 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.