Leicht Financial Planning & Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Leicht Financial Planning & 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
2019 Q1	–	Sell	-2,466	Closed	-$217K	–	44
2018 Q4	$217K	Sell	2,466 -4,650	-65%	-$448K	0.29%	39
2018 Q3	$773K	Sell	7,116 -2,784	-28%	-$286K	0.92%	28
2018 Q2	$958K	Sell	9,900 -432	-4%	-$42.8K	0.82%	16
2018 Q1	$1.01M	Sell	10,332 -3,064	-23%	-$304K	0.87%	15
2017 Q4	$1.3M	Sell	13,396 -6,592	-33%	-$603K	1.09%	15
2017 Q3	$1.82M	Sell	19,988 -29,492	-60%	-$2.47M	1.52%	14
2017 Q2	$3.96M	Buy	49,480 +8,116	+20%	+$626K	3.41%	12
2017 Q1	$3.05M	Buy	41,364 +21,244	+106%	+$1.56M	2.77%	13
2016 Q4	$1.43M	Buy	+20,120	New	+$1.37M	1.32%	16

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's ITA Position: Q1 2019 in Review

Leicht Financial Planning & Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2019, closing a stake of 2,466 shares — an estimated $217K sold.

Leicht Financial Planning & Wealth Management first reported a position in ITA in Q4 2016 and held it in 9 quarters. The position peaked at $3.96M in Q2 2017. 378 funds tracked by Wall St. Rank hold ITA as of Q1 2019.

Leicht Financial Planning & Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2019 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 2,466 iShares US Aerospace & Defense ETF shares in Q1 2019, an estimated $217K.
Leicht Financial Planning & Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2016 and held it in 9 quarters.
Leicht Financial Planning & Wealth Management's iShares US Aerospace & Defense ETF position peaked at $3.96M in Q2 2017.
378 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2019.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.