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

Financial Insights’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 Q3	–	Sell	-985	Closed	-$1.08M	–	150
2021 Q2	$1.08M	Buy	+985	New	+$106K	0.09%	115
2020 Q1	–	Sell	-2,346	Closed	-$260K	–	74
2019 Q4	$260K	Hold	2,346	–	–	0.23%	65
2019 Q3	$264K	Hold	2,346	–	–	0.25%	58
2019 Q2	$250K	Hold	2,346	–	–	0.25%	56
2019 Q1	$246K	Sell	2,346 -40	-2%	-$3.91K	0.26%	50
2018 Q4	$232K	Buy	+2,386	New	+$230K	0.26%	51

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Financial Insights's ITA Position: Q3 2021 in Review

Financial Insights sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2021, closing a stake of 985 shares — an estimated $1.08M sold.

Financial Insights first reported a position in ITA in Q4 2018 and held it in 6 quarters. The position peaked at $1.08M in Q2 2021. 322 funds tracked by Wall St. Rank hold ITA as of Q3 2021.

Financial Insights reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2021 after selling out during the quarter.
Financial Insights sold 985 iShares US Aerospace & Defense ETF shares in Q3 2021, an estimated $1.08M.
Financial Insights first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and held it in 6 quarters.
Financial Insights's iShares US Aerospace & Defense ETF position peaked at $1.08M in Q2 2021.
322 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.