KFA Private Wealth Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

KFA Private Wealth Group’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	–	Sell	-4,893	Closed	-$645K	–	88
2024 Q1	$645K	Buy	4,893 +487	+11%	+$61.1K	0.2%	47
2023 Q4	$558K	Buy	4,406 +75	+2%	+$8.66K	0.2%	42
2023 Q3	$459K	Hold	4,331	–	–	0.19%	47
2023 Q2	$505K	Buy	4,331 +93	+2%	+$10.6K	0.21%	42
2023 Q1	$488K	Buy	4,238 +165	+4%	+$18.8K	0.22%	41
2022 Q4	$456K	Buy	4,073 +1,206	+42%	+$128K	0.23%	38
2022 Q3	$261K	Buy	2,867 +511	+22%	+$51.6K	0.14%	56
2022 Q2	$234K	Buy	2,356 +6	+0.3%	+$618	0.13%	63
2022 Q1	$260K	Buy	+2,350	New	+$250K	0.13%	64

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

KFA Private Wealth Group's ITA Position: Q2 2024 in Review

KFA Private Wealth Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2024, closing a stake of 4,893 shares — an estimated $645K sold.

KFA Private Wealth Group first reported a position in ITA in Q1 2022 and held it in 9 quarters. The position peaked at $645K in Q1 2024. 618 funds tracked by Wall St. Rank hold ITA as of Q2 2024.

KFA Private Wealth Group reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2024 after selling out during the quarter.
KFA Private Wealth Group sold 4,893 iShares US Aerospace & Defense ETF shares in Q2 2024, an estimated $645K.
KFA Private Wealth Group first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and held it in 9 quarters.
KFA Private Wealth Group's iShares US Aerospace & Defense ETF position peaked at $645K in Q1 2024.
618 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2024.

Based on KFA Private Wealth Group's 13F filing for Q2 2024, filed 7 Aug 2024.