IPW
ITA icon

Impact Partnership Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-40
Closed -$4.24K – 968
2023
Q3 		$4.24K Hold
40
– – ﹤0.01% 717
2023
Q2 		$4.67K Buy
+40
New +$4.55K ﹤0.01% 510

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Impact Partnership Wealth's ITA Position: Q4 2023 in Review

Impact Partnership Wealth sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2023, closing a stake of 40 shares — an estimated $4.24K sold.

Impact Partnership Wealth first reported a position in ITA in Q2 2023 and held it in 2 quarters. The position peaked at $4.67K in Q2 2023. 626 funds tracked by Wall St. Rank hold ITA as of Q4 2023.

  • Impact Partnership Wealth reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 40 iShares US Aerospace & Defense ETF shares in Q4 2023, an estimated $4.24K.
  • Impact Partnership Wealth first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's iShares US Aerospace & Defense ETF position peaked at $4.67K in Q2 2023.
  • 626 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.