Lowe Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Lowe Wealth 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
2019 Q4	–	Sell	-252	Closed	-$28K	–	313
2019 Q3	$28K	Buy	252 +140	+125%	+$15.3K	0.02%	93
2019 Q2	$12K	Hold	112	–	–	0.01%	152
2019 Q1	$11K	Hold	112	–	–	0.01%	139
2018 Q4	$10K	Hold	112	–	–	0.01%	141
2018 Q3	$12K	Hold	112	–	–	0.01%	140
2018 Q2	$11K	Hold	112	–	–	0.01%	135
2018 Q1	$11K	Hold	112	–	–	0.01%	142
2017 Q4	$11K	Buy	+112	New	+$10.2K	0.01%	150
2016 Q4	–	Sell	-460	Closed	-$30K	–	236
2016 Q3	$30K	Hold	460	–	–	0.02%	79
2016 Q2	$29K	Hold	460	–	–	0.02%	73
2016 Q1	$27K	Hold	460	–	–	0.02%	76
2015 Q4	$27K	Hold	460	–	–	0.02%	71
2015 Q3	$25K	Hold	460	–	–	0.02%	77
2015 Q2	$27K	Hold	460	–	–	0.02%	93
2015 Q1	$28K	Hold	460	–	–	0.02%	90
2014 Q4	$26K	Buy	+460	New	+$25.4K	0.02%	91

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Lowe Wealth Advisors's ITA Position: Q4 2019 in Review

Lowe Wealth Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2019, closing a stake of 252 shares — an estimated $28K sold.

Lowe Wealth Advisors first reported a position in ITA in Q4 2014 and held it in 16 quarters. The position peaked at $30K in Q3 2016. 417 funds tracked by Wall St. Rank hold ITA as of Q4 2019.

Lowe Wealth Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2019 after selling out during the quarter.
Lowe Wealth Advisors sold 252 iShares US Aerospace & Defense ETF shares in Q4 2019, an estimated $28K.
Lowe Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2014 and held it in 16 quarters.
Lowe Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $30K in Q3 2016.
417 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2019.

Based on Lowe Wealth Advisors's 13F filing for Q4 2019, filed 15 Jan 2020.