Leonard Rickey Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Leonard Rickey Investment Advisors’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	–	Sell	-2,180	Closed	-$242K	–	77
2019 Q4	$242K	Sell	2,180 -2	-0.1%	-$225	0.15%	70
2019 Q3	$245K	Buy	+2,182	New	+$238K	0.16%	62
2019 Q1	–	Sell	-3,484	Closed	-$301K	–	71
2018 Q4	$301K	Sell	3,484 -220	-6%	-$21.2K	0.25%	46
2018 Q3	$401K	Sell	3,704 -50	-1%	-$5.14K	0.29%	38
2018 Q2	$361K	Hold	3,754	–	–	0.27%	42
2018 Q1	$372K	Sell	3,754 -188	-5%	-$18.6K	0.29%	41
2017 Q4	$371K	Buy	+3,942	New	+$360K	0.28%	42

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 $20.6B AUM 59.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Leonard Rickey Investment Advisors's ITA Position: Q1 2020 in Review

Leonard Rickey Investment Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2020, closing a stake of 2,180 shares — an estimated $242K sold.

Leonard Rickey Investment Advisors first reported a position in ITA in Q4 2017 and held it in 7 quarters. The position peaked at $401K in Q3 2018. 347 funds tracked by Wall St. Rank hold ITA as of Q1 2020.

Leonard Rickey Investment Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 2,180 iShares US Aerospace & Defense ETF shares in Q1 2020, an estimated $242K.
Leonard Rickey Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and held it in 7 quarters.
Leonard Rickey Investment Advisors's iShares US Aerospace & Defense ETF position peaked at $401K in Q3 2018.
347 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.