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

Fortis Group 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
2024
Q4 		– Sell
-3,340
Closed -$500K – 513
2024
Q3 		$500K Buy
+3,340
New +$471K 0.09% 124
2024
Q1 		– Sell
-11,412
Closed -$1.31M – 523
2023
Q4 		$1.31M Hold
11,412
– – 0.33% 41
2023
Q3 		$1.31M Buy
+11,412
New +$1.3M 0.4% 36
2023
Q2 		– Sell
-11,142
Closed -$1.27M – 132
2023
Q1 		$1.27M Buy
+11,142
New +$1.27M 0.38% 39

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

Fortis Group Advisors's ITA Position: Q4 2024 in Review

Fortis Group Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 3,340 shares — an estimated $500K sold.

Fortis Group Advisors first reported a position in ITA in Q1 2023 and held it in 4 quarters. The position peaked at $1.31M in Q4 2023. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

  • Fortis Group Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • Fortis Group Advisors sold 3,340 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $500K.
  • Fortis Group Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and held it in 4 quarters.
  • Fortis Group Advisors's iShares US Aerospace & Defense ETF position peaked at $1.31M in Q4 2023.
  • 696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Fortis Group Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.