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IAM Advisory’s iShares US Aerospace & Defense ETF ITA Stock Holding History

IAM Advisory’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
2023
Q2 		– Sell
-11,395
Closed -$1.31M – 94
2023
Q1 		$1.31M Sell
11,395
-33
-0.3% -$3.75K 0.45% 35
2022
Q4 		$1.28M Sell
11,428
-184
-2% -$19.6K 0.47% 31
2022
Q3 		$1.06M Buy
11,612
+36
+0.3% +$3.64K 0.45% 36
2022
Q2 		$1.15M Sell
11,576
-76
-0.7% -$7.82K 0.47% 32
2022
Q1 		$1.29M Buy
+11,652
New +$1.24M 0.52% 29

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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return