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

Ironsides Asset 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
2024 Q4	–	Sell	-5,648	Closed	-$845K	–	71
2024 Q3	$845K	Hold	5,648	–	–	0.25%	31
2024 Q2	$746K	Sell	5,648 -1,050	-16%	-$139K	0.25%	28
2024 Q1	$884K	Buy	6,698 +775	+13%	+$97.2K	0.3%	25
2023 Q4	$750K	Sell	5,923 -987	-14%	-$114K	0.33%	23
2023 Q3	$732K	Hold	6,910	–	–	0.33%	23
2023 Q2	$806K	Buy	+6,910	New	+$786K	0.34%	21

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

Ironsides Asset Advisors's ITA Position: Q4 2024 in Review

Ironsides Asset Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 5,648 shares — an estimated $845K sold.

Ironsides Asset Advisors first reported a position in ITA in Q2 2023 and held it in 6 quarters. The position peaked at $884K in Q1 2024. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

Ironsides Asset Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Ironsides Asset Advisors sold 5,648 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $845K.
Ironsides Asset Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and held it in 6 quarters.
Ironsides Asset Advisors's iShares US Aerospace & Defense ETF position peaked at $884K in Q1 2024.
696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Ironsides Asset Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.