Iron Gate Global Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Iron Gate Global 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
2018 Q4	–	Sell	-440	Closed	-$42K	–	148
2018 Q3	$42K	Hold	440	–	–	0.03%	121
2018 Q2	$42K	Buy	+440	New	+$43.6K	0.03%	96

Other funds holding ITA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Iron Gate Global Advisors's ITA Position: Q4 2018 in Review

Iron Gate Global Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2018, closing a stake of 440 shares — an estimated $42K sold.

Iron Gate Global Advisors first reported a position in ITA in Q2 2018 and held it in 2 quarters. The position peaked at $42K in Q3 2018. 369 funds tracked by Wall St. Rank hold ITA as of Q4 2018.

Iron Gate Global Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
Iron Gate Global Advisors sold 440 iShares US Aerospace & Defense ETF shares in Q4 2018, an estimated $42K.
Iron Gate Global Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and held it in 2 quarters.
Iron Gate Global Advisors's iShares US Aerospace & Defense ETF position peaked at $42K in Q3 2018.
369 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2018.

Based on Iron Gate Global Advisors's 13F filing for Q4 2018, filed 19 Feb 2019.