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

IAG 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
2022 Q4	–	Sell	-176	Closed	-$16K	–	469
2022 Q3	$16K	Hold	176	–	–	0.01%	223
2022 Q2	$17K	Hold	176	–	–	0.01%	220
2022 Q1	$19K	Hold	176	–	–	0.01%	232
2021 Q4	$18K	Hold	176	–	–	0.01%	234
2021 Q3	$19K	Hold	176	–	–	0.01%	203
2021 Q2	$20K	Hold	176	–	–	0.01%	194
2021 Q1	$19K	Hold	176	–	–	0.01%	190
2020 Q4	$17K	Hold	176	–	–	0.01%	183
2020 Q3	$14K	Sell	176 -176	-50%	-$14.4K	0.01%	190
2020 Q2	$29K	Buy	+352	New	+$27.8K	0.01%	133

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IAG Wealth Partners's ITA Position: Q4 2022 in Review

IAG Wealth Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2022, closing a stake of 176 shares — an estimated $16K sold.

IAG Wealth Partners first reported a position in ITA in Q2 2020 and held it in 10 quarters. The position peaked at $29K in Q2 2020. 514 funds tracked by Wall St. Rank hold ITA as of Q4 2022.

IAG Wealth Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
IAG Wealth Partners sold 176 iShares US Aerospace & Defense ETF shares in Q4 2022, an estimated $16K.
IAG Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q2 2020 and held it in 10 quarters.
IAG Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $29K in Q2 2020.
514 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.