Gradient Investments’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Gradient Investments’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 Q3	–	Sell	-68	Closed	-$8.98K	–	812
2024 Q2	$8.98K	Hold	68	–	–	﹤0.01%	757
2024 Q1	$8.97K	Sell	68 -4	-6%	-$502	﹤0.01%	649
2023 Q4	$9.12K	Buy	72 +4	+6%	+$462	﹤0.01%	856
2023 Q3	$7.21K	Hold	68	–	–	﹤0.01%	873
2023 Q2	$7.93K	Buy	+68	New	+$7.73K	﹤0.01%	855
2022 Q1	–	Sell	-70	Closed	-$7K	–	1259
2021 Q4	$7K	Buy	+70	New	+$7.3K	﹤0.01%	871
2018 Q4	–	Sell	-260	Closed	-$28K	–	1001
2018 Q3	$28K	Buy	+260	New	+$26.7K	﹤0.01%	435
2018 Q2	–	Sell	-172	Closed	-$17K	–	1063
2018 Q1	$17K	Hold	172	–	–	﹤0.01%	512
2017 Q4	$16K	Buy	+172	New	+$15.7K	﹤0.01%	515

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Gradient Investments's ITA Position: Q3 2024 in Review

Gradient Investments sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2024, closing a stake of 68 shares — an estimated $8.98K sold.

Gradient Investments first reported a position in ITA in Q4 2017 and held it in 9 quarters. The position peaked at $28K in Q3 2018. 650 funds tracked by Wall St. Rank hold ITA as of Q3 2024.

Gradient Investments reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 68 iShares US Aerospace & Defense ETF shares in Q3 2024, an estimated $8.98K.
Gradient Investments first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and held it in 9 quarters.
Gradient Investments's iShares US Aerospace & Defense ETF position peaked at $28K in Q3 2018.
650 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.