Lake Street Advisors Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Lake Street Advisors 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 Q4	$1.46M	Buy	+10,043	New	+$1.51M	0.07%	180

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Lake Street Advisors Group's ITA Position: Q4 2024 in Review

Lake Street Advisors Group opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q4 2024: 10,043 shares worth $1.46M. The stake represents 0.07% of the portfolio and ranks #180 among its holdings.

696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

Lake Street Advisors Group held 10,043 shares of iShares US Aerospace & Defense ETF worth $1.46M as of Q4 2024.
iShares US Aerospace & Defense ETF was a new Lake Street Advisors Group position in Q4 2024.
iShares US Aerospace & Defense ETF made up 0.07% of Lake Street Advisors Group's portfolio in Q4 2024, its #180 holding.
696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.