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

Janiczek 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
2024
Q2 		$529 Hold
4
– – ﹤0.01% 997
2024
Q1 		$528 Hold
4
– – ﹤0.01% 1001
2023
Q4 		$507 Buy
+4
New +$462 ﹤0.01% 1000

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janiczek Wealth Management's ITA Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2024 at 4 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #997.

Janiczek Wealth Management first reported a position in ITA in Q4 2023 and has held it in 3 quarters since. 618 funds tracked by Wall St. Rank hold ITA as of Q2 2024.

  • Janiczek Wealth Management held 4 shares of iShares US Aerospace & Defense ETF worth $529 as of Q2 2024.
  • Janiczek Wealth Management left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2024.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #997 holding.
  • Janiczek Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 3 quarters since.
  • 618 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.