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

Marco 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	-1,800	Closed	-$269K	–	227
2024 Q3	$269K	Buy	+1,800	New	+$254K	0.02%	179
2023 Q3	–	Sell	-1,800	Closed	-$210K	–	200
2023 Q2	$210K	Hold	1,800	–	–	0.02%	193
2023 Q1	$207K	Hold	1,800	–	–	0.02%	190
2022 Q4	$201K	Buy	+1,800	New	+$192K	0.02%	195
2020 Q1	–	Sell	-1,802	Closed	-$200K	–	170
2019 Q4	$200K	Hold	1,802	–	–	0.03%	173
2019 Q3	$202K	Buy	+1,802	New	+$197K	0.03%	167

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

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

Marco Investment Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 1,800 shares — an estimated $269K sold.

Marco Investment Management first reported a position in ITA in Q3 2019 and held it in 6 quarters. The position peaked at $269K in Q3 2024. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

Marco Investment Management reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Marco Investment Management sold 1,800 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $269K.
Marco Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2019 and held it in 6 quarters.
Marco Investment Management's iShares US Aerospace & Defense ETF position peaked at $269K in Q3 2024.
696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Marco Investment Management's 13F filing for Q4 2024, filed 7 Feb 2025.