Houlihan Financial Resource Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$39K	Buy	+440	New	+$36.1K	0.02%	186

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Houlihan Financial Resource Group's ITA Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2020: 440 shares worth $39K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings.

315 funds tracked by Wall St. Rank hold ITA as of Q3 2020.

Houlihan Financial Resource Group held 440 shares of iShares US Aerospace & Defense ETF worth $39K as of Q3 2020.
iShares US Aerospace & Defense ETF was a new Houlihan Financial Resource Group position in Q3 2020.
iShares US Aerospace & Defense ETF made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #186 holding.
315 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.