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Guidant Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Guidant Wealth 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
2019
Q3 		$363K Hold
3,234
– – 0.13% 85
2019
Q2 		$346K Sell
3,234
-26
-0.8% -$2.69K 0.13% 89
2019
Q1 		$325K Buy
+3,260
New +$319K 0.13% 90

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Guidant Wealth Advisors's ITA Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2019 at 3,234 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #85.

Guidant Wealth Advisors first reported a position in ITA in Q1 2019 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold ITA as of Q3 2019.

  • Guidant Wealth Advisors held 3,234 shares of iShares US Aerospace & Defense ETF worth $363K as of Q3 2019.
  • Guidant Wealth Advisors left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2019.
  • iShares US Aerospace & Defense ETF made up 0.13% of Guidant Wealth Advisors's portfolio in Q3 2019, its #85 holding.
  • Guidant Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2019 and has held it in 3 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.