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

Financial Gravity Companies’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
2024
Q4 		$7.27K Hold
50
– – ﹤0.01% 629
2024
Q3 		$7.48K Buy
+50
New +$7.05K ﹤0.01% 395
2018
Q4 		$3K Buy
+30
New +$2.89K ﹤0.01% 836

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Gravity Companies's ITA Position: Q4 2024 in Review

Financial Gravity Companies held its iShares US Aerospace & Defense ETF (ITA) position steady in Q4 2024 at 50 shares worth $7.27K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Financial Gravity Companies first reported a position in ITA in Q4 2018 and has held it in 3 quarters since. The position peaked at $7.48K in Q3 2024. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

  • Financial Gravity Companies held 50 shares of iShares US Aerospace & Defense ETF worth $7.27K as of Q4 2024.
  • Financial Gravity Companies left its iShares US Aerospace & Defense ETF share count unchanged in Q4 2024.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #629 holding.
  • Financial Gravity Companies first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 3 quarters since.
  • Financial Gravity Companies's iShares US Aerospace & Defense ETF position peaked at $7.48K in Q3 2024.
  • 696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.