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

Lake Point 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
2020 Q1	$2K	Buy	34 +8	+31%	+$819	﹤0.01%	265
2019 Q4	$3K	Buy	+26	New	+$2.92K	﹤0.01%	432
2019 Q2	$27K	Hold	254	–	–	0.01%	213
2019 Q1	$27K	Buy	254 +16	+7%	+$1.56K	0.01%	213
2018 Q4	$21K	Buy	+238	New	+$22.9K	0.01%	343

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lake Point Wealth Management's ITA Position: Q1 2020 in Review

Lake Point Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 31% in Q1 2020, buying an estimated $819 and bringing the position to 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Lake Point Wealth Management first reported a position in ITA in Q4 2018 and has held it in 5 quarters since. The position peaked at $27K in Q2 2019. 347 funds tracked by Wall St. Rank hold ITA as of Q1 2020.

Lake Point Wealth Management held 34 shares of iShares US Aerospace & Defense ETF worth $2K as of Q1 2020.
Lake Point Wealth Management bought 8 iShares US Aerospace & Defense ETF shares in Q1 2020, an estimated $819.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #265 holding.
Lake Point Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 5 quarters since.
Lake Point Wealth Management's iShares US Aerospace & Defense ETF position peaked at $27K in Q2 2019.
347 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.