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Fortis Capital Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Fortis Capital Advisors’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
2023
Q2 		– Sell
-53
Closed -$6.1K – 368
2023
Q1 		$6.1K Hold
53
– – ﹤0.01% 489
2022
Q4 		$5.93K Buy
+53
New +$5.64K ﹤0.01% 506

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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortis Capital Advisors's ITA Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2023, closing a stake of 53 shares — an estimated $6.1K sold.

Fortis Capital Advisors first reported a position in ITA in Q4 2022 and held it in 2 quarters. The position peaked at $6.1K in Q1 2023. 556 funds tracked by Wall St. Rank hold ITA as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 53 iShares US Aerospace & Defense ETF shares in Q2 2023, an estimated $6.1K.
  • Fortis Capital Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares US Aerospace & Defense ETF position peaked at $6.1K in Q1 2023.
  • 556 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.