Freedom Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Freedom Investment Management’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	-16,083	Closed	-$2.41M	–	789
2024 Q3	$2.41M	Buy	+16,083	New	+$2.27M	0.19%	88
2024 Q1	–	Sell	-1,727	Closed	-$219K	–	813
2023 Q4	$219K	Sell	1,727 -4,749	-73%	-$548K	0.02%	686
2023 Q3	$686K	Sell	6,476 -5,415	-46%	-$618K	0.08%	297
2023 Q2	$1.39M	Buy	11,891 +344	+3%	+$39.1K	0.16%	157
2023 Q1	$1.33M	Sell	11,547 -3,038	-21%	-$346K	0.15%	179
2022 Q4	$1.63M	Buy	14,585 +10,721	+277%	+$1.14M	0.18%	144
2022 Q3	$352K	Sell	3,864 -1,715	-31%	-$173K	0.04%	526
2022 Q2	$553K	Buy	5,579 +2,965	+113%	+$305K	0.06%	421
2022 Q1	$290K	Buy	+2,614	New	+$278K	0.03%	623

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Freedom Investment Management's ITA Position: Q4 2024 in Review

Freedom Investment Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 16,083 shares — an estimated $2.41M sold.

Freedom Investment Management first reported a position in ITA in Q1 2022 and held it in 9 quarters. The position peaked at $2.41M in Q3 2024. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

Freedom Investment Management reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Freedom Investment Management sold 16,083 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $2.41M.
Freedom Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and held it in 9 quarters.
Freedom Investment Management's iShares US Aerospace & Defense ETF position peaked at $2.41M in Q3 2024.
696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.