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

Fulcrum Capital’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
Q2 		– Sell
-2,340
Closed -$244K – 87
2021
Q1 		$244K Buy
+2,340
New +$228K 0.07% 75

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fulcrum Capital's ITA Position: Q2 2021 in Review

Fulcrum Capital sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2021, closing a stake of 2,340 shares — an estimated $244K sold.

Fulcrum Capital first reported a position in ITA in Q1 2021 and held it in 1 quarter. The position peaked at $244K in Q1 2021. 329 funds tracked by Wall St. Rank hold ITA as of Q2 2021.

  • Fulcrum Capital reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2021 after selling out during the quarter.
  • Fulcrum Capital sold 2,340 iShares US Aerospace & Defense ETF shares in Q2 2021, an estimated $244K.
  • Fulcrum Capital first reported a position in iShares US Aerospace & Defense ETF in Q1 2021 and held it in 1 quarter.
  • Fulcrum Capital's iShares US Aerospace & Defense ETF position peaked at $244K in Q1 2021.
  • 329 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2021.

Based on Fulcrum Capital's 13F filing for Q2 2021, filed 30 Jul 2021.