Madden Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Madden Advisory Services’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	-5,806	Closed	-$644K	–	80
2019 Q4	$644K	Hold	5,806	–	–	0.42%	50
2019 Q3	$652K	Hold	5,806	–	–	0.46%	52
2019 Q2	$621K	Sell	5,806 -330	-5%	-$34.2K	0.39%	54
2019 Q1	$612K	Hold	6,136	–	–	0.33%	60
2018 Q4	$530K	Hold	6,136	–	–	0.32%	61
2018 Q3	$664K	Hold	6,136	–	–	0.4%	54
2018 Q2	$590K	Hold	6,136	–	–	0.37%	60
2018 Q1	$607K	Sell	6,136 -62	-1%	-$6.14K	0.37%	63
2017 Q4	$582K	Sell	6,198 -384	-6%	-$35.1K	0.35%	66
2017 Q3	$585K	Buy	6,582 +120	+2%	+$10.1K	0.37%	66
2017 Q2	$508K	Buy	6,462 +5,312	+462%	+$410K	0.33%	66
2017 Q1	$85K	Buy	+1,150	New	+$84.6K	0.05%	103

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

Madden Advisory Services's ITA Position: Q1 2020 in Review

Madden Advisory Services sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2020, closing a stake of 5,806 shares — an estimated $644K sold.

Madden Advisory Services first reported a position in ITA in Q1 2017 and held it in 12 quarters. The position peaked at $664K in Q3 2018. 347 funds tracked by Wall St. Rank hold ITA as of Q1 2020.

Madden Advisory Services reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 5,806 iShares US Aerospace & Defense ETF shares in Q1 2020, an estimated $644K.
Madden Advisory Services first reported a position in iShares US Aerospace & Defense ETF in Q1 2017 and held it in 12 quarters.
Madden Advisory Services's iShares US Aerospace & Defense ETF position peaked at $664K in Q3 2018.
347 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.