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Kistler-Tiffany Companies’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Kistler-Tiffany Companies’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
2023
Q2 		$156K Buy
1,335
+175
+15% +$19.9K 0.03% 344
2023
Q1 		$134K Sell
1,160
-184
-14% -$20.9K 0.03% 313
2022
Q4 		$150K Buy
1,344
+1
+0.1% +$106 0.03% 302
2022
Q3 		$122K Buy
1,343
+2
+0.1% +$202 0.03% 253
2022
Q2 		$133K Sell
1,341
-211
-14% -$21.7K 0.03% 251
2022
Q1 		$172K Buy
1,552
+1
+0.1% +$106 0.03% 238
2021
Q4 		$159K Buy
1,551
+21
+1% +$2.19K 0.03% 220
2021
Q3 		$160K Buy
1,530
+21
+1% +$2.23K 0.04% 209
2021
Q2 		$165K Buy
1,509
+1
+0.1% +$108 0.04% 209
2021
Q1 		$157K Buy
1,508
+32
+2% +$3.12K 0.04% 190
2020
Q4 		$140K Sell
1,476
-118
-7% -$10.4K 0.04% 186
2020
Q3 		$126K Sell
1,594
-166
-9% -$13.6K 0.04% 189
2020
Q2 		$145K Buy
1,760
+968
+122% +$76.3K 0.05% 163
2020
Q1 		$88K Hold
792
– – 0.03% 202
2019
Q4 		$88K Buy
792
+582
+277% +$65.4K 0.03% 206
2019
Q3 		$24K Buy
210
+120
+133% +$13.1K 0.01% 343
2019
Q2 		$10K Hold
90
– – ﹤0.01% 439
2019
Q1 		$9K Hold
90
– – ﹤0.01% 439
2018
Q4 		$8K Hold
90
– – ﹤0.01% 431
2018
Q3 		$10K Hold
90
– – ﹤0.01% 428
2018
Q2 		$9K Buy
+90
New +$8.91K ﹤0.01% 425
2014
Q4 		– Sell
-188
Closed -$10K – 601
2014
Q3 		$10K Buy
+188
New +$10.1K 0.01% 448

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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kistler-Tiffany Companies's ITA Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares US Aerospace & Defense ETF (ITA) stake by 15% in Q2 2023, buying an estimated $19.9K and bringing the position to 1,335 shares worth $156K. The position accounts for 0.03% of the portfolio, ranked #344.

Kistler-Tiffany Companies first reported a position in ITA in Q3 2014 and has held it in 22 quarters since. The position peaked at $172K in Q1 2022. 556 funds tracked by Wall St. Rank hold ITA as of Q2 2023.

  • Kistler-Tiffany Companies held 1,335 shares of iShares US Aerospace & Defense ETF worth $156K as of Q2 2023.
  • Kistler-Tiffany Companies bought 175 iShares US Aerospace & Defense ETF shares in Q2 2023, an estimated $19.9K.
  • iShares US Aerospace & Defense ETF made up 0.03% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #344 holding.
  • Kistler-Tiffany Companies first reported a position in iShares US Aerospace & Defense ETF in Q3 2014 and has held it in 22 quarters since.
  • Kistler-Tiffany Companies's iShares US Aerospace & Defense ETF position peaked at $172K in Q1 2022.
  • 556 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.