Independent Family Office’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Independent Family Office’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	-2,000	Closed	-$301K	–	73
2024 Q3	$301K	Hold	2,000	–	–	0.15%	61
2024 Q2	$263K	Hold	2,000	–	–	0.15%	60
2024 Q1	$264K	Hold	2,000	–	–	0.14%	67
2023 Q4	$253K	Hold	2,000	–	–	0.14%	63
2023 Q3	$212K	Hold	2,000	–	–	0.13%	66
2023 Q2	$233K	Hold	2,000	–	–	0.14%	60
2023 Q1	$230K	Hold	2,000	–	–	0.13%	65
2022 Q4	$224K	Buy	+2,000	New	+$213K	0.13%	66
2022 Q2	–	Sell	-2,000	Closed	-$222K	–	68
2022 Q1	$222K	Hold	2,000	–	–	0.07%	65
2021 Q4	$206K	Hold	2,000	–	–	0.08%	55
2021 Q3	$208K	Hold	2,000	–	–	0.09%	49
2021 Q2	$219K	Hold	2,000	–	–	0.09%	55
2021 Q1	$209K	Buy	+2,000	New	+$195K	0.08%	62
2020 Q1	–	Sell	-2,000	Closed	-$222K	–	60
2019 Q4	$222K	Buy	+2,000	New	+$225K	0.14%	48

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 $1.6B AUM 20.7% 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 $71.6B AUM 21.08% 1-Year Est. Return

Independent Family Office's ITA Position: Q4 2024 in Review

Independent Family Office sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 2,000 shares — an estimated $301K sold.

Independent Family Office first reported a position in ITA in Q4 2019 and held it in 14 quarters. The position peaked at $301K in Q3 2024. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

Independent Family Office reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Independent Family Office sold 2,000 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $301K.
Independent Family Office first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and held it in 14 quarters.
Independent Family Office's iShares US Aerospace & Defense ETF position peaked at $301K in Q3 2024.
696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Independent Family Office's 13F filing for Q4 2024, filed 10 Feb 2025.