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	-17,418	Closed	-$644K	–	80
2019 Q4	$644K	Hold	17,418	–	–	0.42%	50
2019 Q3	$652K	Hold	17,418	–	–	0.46%	52
2019 Q2	$621K	Sell	17,418 -990	-5%	-$34.2K	0.39%	54
2019 Q1	$612K	Hold	18,408	–	–	0.33%	60
2018 Q4	$530K	Hold	18,408	–	–	0.32%	61
2018 Q3	$664K	Hold	18,408	–	–	0.4%	54
2018 Q2	$590K	Hold	18,408	–	–	0.37%	60
2018 Q1	$607K	Sell	18,408 -186	-1%	-$6.14K	0.37%	63
2017 Q4	$582K	Sell	18,594 -1,152	-6%	-$35.1K	0.35%	66
2017 Q3	$585K	Buy	19,746 +360	+2%	+$10.1K	0.37%	66
2017 Q2	$508K	Buy	19,386 +15,936	+462%	+$410K	0.33%	66
2017 Q1	$85K	Buy	+3,450	New	+$84.6K	0.05%	103

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 17,418 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. 346 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 17,418 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.
346 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.