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Hefty Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Hefty Wealth Partners’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
2017
Q1 		– Sell
-906
Closed -$63K – 257
2016
Q4 		$63K Buy
+906
New +$61.7K 0.05% 107
2016
Q2 		– Sell
-782
Closed -$45K – 224
2016
Q1 		$45K Buy
+782
New +$43.7K 0.04% 110

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hefty Wealth Partners's ITA Position: Q1 2017 in Review

Hefty Wealth Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2017, closing a stake of 906 shares — an estimated $63K sold.

Hefty Wealth Partners first reported a position in ITA in Q1 2016 and held it in 2 quarters. The position peaked at $63K in Q4 2016. 185 funds tracked by Wall St. Rank hold ITA as of Q1 2017.

  • Hefty Wealth Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 906 iShares US Aerospace & Defense ETF shares in Q1 2017, an estimated $63K.
  • Hefty Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q1 2016 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $63K in Q4 2016.
  • 185 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.