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Milestone Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Milestone Wealth’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
2022
Q3 		$4K Sell
41
-5
-11% -$505 ﹤0.01% 212
2022
Q2 		$5K Hold
46
– – 0.01% 201
2022
Q1 		$5K Hold
46
– – ﹤0.01% 234
2021
Q4 		$5K Buy
+46
New +$4.8K ﹤0.01% 234

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Wealth's ITA Position: Q3 2022 in Review

Milestone Wealth reduced its iShares US Aerospace & Defense ETF (ITA) stake by 11% in Q3 2022, selling an estimated $505 and leaving 41 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Milestone Wealth first reported a position in ITA in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q2 2022. 422 funds tracked by Wall St. Rank hold ITA as of Q3 2022.

  • Milestone Wealth held 41 shares of iShares US Aerospace & Defense ETF worth $4K as of Q3 2022.
  • Milestone Wealth sold 5 iShares US Aerospace & Defense ETF shares in Q3 2022, an estimated $505.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #212 holding.
  • Milestone Wealth first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares US Aerospace & Defense ETF position peaked at $5K in Q2 2022.
  • 422 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.