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Industrial Alliance Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Industrial Alliance Investment Management’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
Q3 		– Sell
-163
Closed -$19K – 85
2023
Q2 		$19K Buy
+163
New +$18.5K 0.01% 167

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 $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Industrial Alliance Investment Management's ITA Position: Q3 2023 in Review

Industrial Alliance Investment Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2023, closing a stake of 163 shares — an estimated $19K sold.

Industrial Alliance Investment Management first reported a position in ITA in Q2 2023 and held it in 1 quarter. The position peaked at $19K in Q2 2023. 541 funds tracked by Wall St. Rank hold ITA as of Q3 2023.

  • Industrial Alliance Investment Management reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 163 iShares US Aerospace & Defense ETF shares in Q3 2023, an estimated $19K.
  • Industrial Alliance Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's iShares US Aerospace & Defense ETF position peaked at $19K in Q2 2023.
  • 541 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.