Macroview Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Macroview Investment 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
2024 Q4	–	Sell	-152	Closed	-$22.7K	–	309
2024 Q3	$22.7K	Buy	152 +19	+14%	+$2.68K	0.02%	168
2024 Q2	$17.6K	Buy	133 +76	+133%	+$10.1K	0.02%	187
2024 Q1	$7.52K	Buy	+57	New	+$7.15K	0.01%	339
2023 Q2	–	Sell	-30	Closed	-$3.45K	–	536
2023 Q1	$3.45K	Hold	30	–	–	0.01%	337
2022 Q4	$3.36K	Hold	30	–	–	0.01%	341
2022 Q3	$3K	Hold	30	–	–	0.01%	322
2022 Q2	$3K	Sell	30 -34	-53%	-$3.5K	﹤0.01%	345
2022 Q1	$7K	Hold	64	–	–	0.01%	294
2021 Q4	$7K	Hold	64	–	–	0.01%	262
2021 Q3	$7K	Hold	64	–	–	0.01%	264
2021 Q2	$7K	Hold	64	–	–	0.01%	206
2021 Q1	$7K	Sell	64 -30	-32%	-$2.93K	0.01%	183
2020 Q4	$9K	Hold	94	–	–	0.01%	154
2020 Q3	$7K	Hold	94	–	–	0.01%	147
2020 Q2	$8K	Hold	94	–	–	0.02%	130
2020 Q1	$7K	Hold	94	–	–	0.02%	133
2019 Q4	$10K	Hold	94	–	–	0.02%	141
2019 Q3	$11K	Sell	94 -6	-6%	-$656	0.02%	139
2019 Q2	$11K	Hold	100	–	–	0.03%	141
2019 Q1	$10K	Hold	100	–	–	0.02%	152
2018 Q4	$9K	Hold	100	–	–	0.03%	136
2018 Q3	$11K	Buy	+100	New	+$10.3K	0.03%	127

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

Macroview Investment Management's ITA Position: Q4 2024 in Review

Macroview Investment Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 152 shares — an estimated $22.7K sold.

Macroview Investment Management first reported a position in ITA in Q3 2018 and held it in 22 quarters. The position peaked at $22.7K in Q3 2024. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

Macroview Investment Management reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 152 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $22.7K.
Macroview Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2018 and held it in 22 quarters.
Macroview Investment Management's iShares US Aerospace & Defense ETF position peaked at $22.7K in Q3 2024.
696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.