Householder Group Estate & Retirement Specialist’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-498	Closed	-$74K	–	865
2024 Q3	$74K	Sell	498 -4	-0.8%	-$564	0.02%	414
2024 Q2	$66K	Buy	502 +1	+0.2%	+$133	0.02%	435
2024 Q1	$66.1K	Buy	501 +5	+1%	+$627	0.02%	429
2023 Q4	$62K	Sell	496 -18	-4%	-$2.08K	0.02%	418
2023 Q3	$54.5K	Buy	+514	New	+$58.6K	0.02%	428
2023 Q1	$119K	Buy	+1,036	New	+$118K	0.05%	266
2022 Q4	–	Sell	-469	Closed	-$42K	–	704
2022 Q3	$42K	Buy	+469	New	+$47.4K	0.02%	433

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ITA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 498 shares — an estimated $74K sold.

Householder Group Estate & Retirement Specialist first reported a position in ITA in Q3 2022 and held it in 7 quarters. The position peaked at $119K in Q1 2023. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 498 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $74K.
Householder Group Estate & Retirement Specialist first reported a position in iShares US Aerospace & Defense ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares US Aerospace & Defense ETF position peaked at $119K in Q1 2023.
696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.