Hoover Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Hoover Financial 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
2021 Q2	$2K	Sell	14 -241	-95%	-$25.9K	﹤0.01%	595
2021 Q1	$27K	Hold	255	–	–	0.01%	323
2020 Q4	$24K	Buy	255 +1	+0.4%	+$88	0.01%	318
2020 Q3	$20K	Hold	254	–	–	0.01%	153
2020 Q2	$21K	Buy	+254	New	+$20K	0.01%	274

Other funds holding ITA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Hoover Financial Advisors's ITA Position: Q2 2021 in Review

Hoover Financial Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 95% in Q2 2021, selling an estimated $25.9K and leaving 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Hoover Financial Advisors first reported a position in ITA in Q2 2020 and has held it in 5 quarters since. The position peaked at $27K in Q1 2021. 329 funds tracked by Wall St. Rank hold ITA as of Q2 2021.

Hoover Financial Advisors held 14 shares of iShares US Aerospace & Defense ETF worth $2K as of Q2 2021.
Hoover Financial Advisors sold 241 iShares US Aerospace & Defense ETF shares in Q2 2021, an estimated $25.9K.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #595 holding.
Hoover Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2020 and has held it in 5 quarters since.
Hoover Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $27K in Q1 2021.
329 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.