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Independence Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Independence Advisors’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 		$79K Hold
1,002
– – 0.02% 112
2020
Q2 		$82K Hold
1,002
– – 0.02% 109
2020
Q1 		$72K Hold
1,002
– – 0.02% 99
2019
Q4 		$111K Buy
+1,002
New +$113K 0.03% 102

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
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

Independence Advisors's ITA Position: Q3 2020 in Review

Independence Advisors held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2020 at 1,002 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #112.

Independence Advisors first reported a position in ITA in Q4 2019 and has held it in 4 quarters since. The position peaked at $111K in Q4 2019. 315 funds tracked by Wall St. Rank hold ITA as of Q3 2020.

  • Independence Advisors held 1,002 shares of iShares US Aerospace & Defense ETF worth $79K as of Q3 2020.
  • Independence Advisors left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2020.
  • iShares US Aerospace & Defense ETF made up 0.02% of Independence Advisors's portfolio in Q3 2020, its #112 holding.
  • Independence Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 4 quarters since.
  • Independence Advisors's iShares US Aerospace & Defense ETF position peaked at $111K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.