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

Intercontinental Wealth 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 Q1	–	Sell	-890	Closed	-$105K	–	232
2019 Q4	$105K	Buy	890 +140	+19%	+$15.7K	0.09%	150
2019 Q3	$84K	Hold	750	–	–	0.05%	181
2019 Q2	$80K	Hold	750	–	–	0.04%	178
2019 Q1	$75K	Hold	750	–	–	0.04%	192
2018 Q4	$65K	Buy	+750	New	+$72.3K	0.04%	200

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Intercontinental Wealth Advisors's ITA Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2020, closing a stake of 890 shares — an estimated $105K sold.

Intercontinental Wealth Advisors first reported a position in ITA in Q4 2018 and held it in 5 quarters. The position peaked at $105K in Q4 2019. 347 funds tracked by Wall St. Rank hold ITA as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 890 iShares US Aerospace & Defense ETF shares in Q1 2020, an estimated $105K.
Intercontinental Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $105K in Q4 2019.
347 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.