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

Fortem Financial Group’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
Q1 		– Sell
-100
Closed -$9K – 301
2020
Q4 		$9K Buy
+100
New +$8.79K 0.01% 359

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortem Financial Group's ITA Position: Q1 2021 in Review

Fortem Financial Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2021, closing a stake of 100 shares — an estimated $9K sold.

Fortem Financial Group first reported a position in ITA in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 331 funds tracked by Wall St. Rank hold ITA as of Q1 2021.

  • Fortem Financial Group reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 100 iShares US Aerospace & Defense ETF shares in Q1 2021, an estimated $9K.
  • Fortem Financial Group first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's iShares US Aerospace & Defense ETF position peaked at $9K in Q4 2020.
  • 331 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.