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Jackson Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Jackson Wealth 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
2018
Q4 		– Sell
-24,912
Closed -$2.7M – 88
2018
Q3 		$2.7M Buy
24,912
+2,700
+12% +$278K 0.57% 41
2018
Q2 		$2.25M Buy
+22,212
New +$2.2M 0.52% 50

Other funds holding ITA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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

Jackson Wealth Management's ITA Position: Q4 2018 in Review

Jackson Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2018, closing a stake of 24,912 shares — an estimated $2.7M sold.

Jackson Wealth Management first reported a position in ITA in Q2 2018 and held it in 2 quarters. The position peaked at $2.7M in Q3 2018. 369 funds tracked by Wall St. Rank hold ITA as of Q4 2018.

  • Jackson Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 24,912 iShares US Aerospace & Defense ETF shares in Q4 2018, an estimated $2.7M.
  • Jackson Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and held it in 2 quarters.
  • Jackson Wealth Management's iShares US Aerospace & Defense ETF position peaked at $2.7M in Q3 2018.
  • 369 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2018.

Based on Jackson Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.