Marino Stram & Associates’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Marino Stram & Associates’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 Q2	–	Sell	-50	Closed	-$5K	–	323
2019 Q1	$5K	Hold	50	–	–	﹤0.01%	375
2018 Q4	$4K	Hold	50	–	–	﹤0.01%	364
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	352
2018 Q2	$5K	Hold	50	–	–	﹤0.01%	349
2018 Q1	$5K	Hold	50	–	–	﹤0.01%	378
2017 Q4	$5K	Buy	+50	New	+$4.57K	﹤0.01%	384

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

MIFH

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Marino Stram & Associates's ITA Position: Q2 2019 in Review

Marino Stram & Associates sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2019, closing a stake of 50 shares — an estimated $5K sold.

Marino Stram & Associates first reported a position in ITA in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 377 funds tracked by Wall St. Rank hold ITA as of Q2 2019.

Marino Stram & Associates reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 50 iShares US Aerospace & Defense ETF shares in Q2 2019, an estimated $5K.
Marino Stram & Associates first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's iShares US Aerospace & Defense ETF position peaked at $5K in Q1 2019.
377 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.