Lehman & Derafelo Financial Resources’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-590	Closed	-$54K	–	139
2022 Q3	$54K	Hold	590	–	–	0.02%	123
2022 Q2	$59K	Buy	+590	New	+$60.7K	0.02%	124
2021 Q4	–	Sell	-590	Closed	-$62K	–	139
2021 Q3	$62K	Hold	590	–	–	0.02%	127
2021 Q2	$65K	Hold	590	–	–	0.02%	146
2021 Q1	$61K	Hold	590	–	–	0.02%	144
2020 Q4	$56K	Hold	590	–	–	0.02%	142
2020 Q3	$47K	Hold	590	–	–	0.02%	176
2020 Q2	$49K	Hold	590	–	–	0.02%	159
2020 Q1	$42K	Hold	590	–	–	0.02%	118
2019 Q4	$66K	Hold	590	–	–	0.02%	125
2019 Q3	$66K	Hold	590	–	–	0.03%	118
2019 Q2	$63K	Hold	590	–	–	0.03%	116
2019 Q1	$59K	Hold	590	–	–	0.03%	119
2018 Q4	$51K	Buy	+590	New	+$56.9K	0.03%	111

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

RBA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lehman & Derafelo Financial Resources's ITA Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2022, closing a stake of 590 shares — an estimated $54K sold.

Lehman & Derafelo Financial Resources first reported a position in ITA in Q4 2018 and held it in 14 quarters. The position peaked at $66K in Q4 2019. 514 funds tracked by Wall St. Rank hold ITA as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 590 iShares US Aerospace & Defense ETF shares in Q4 2022, an estimated $54K.
Lehman & Derafelo Financial Resources first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares US Aerospace & Defense ETF position peaked at $66K in Q4 2019.
514 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.