NFA
ITA icon

Northwest Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Northwest Financial Advisors’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
-277
Closed -$41.5K – 317
2024
Q3 		$41.5K Buy
+277
New +$39.1K 0.03% 249
2024
Q1 		– Sell
-137
Closed -$17.3K – 290
2023
Q4 		$17.3K Buy
+137
New +$15.8K 0.01% 322

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwest Financial Advisors's ITA Position: Q4 2024 in Review

Northwest Financial Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 277 shares — an estimated $41.5K sold.

Northwest Financial Advisors first reported a position in ITA in Q4 2023 and held it in 2 quarters. The position peaked at $41.5K in Q3 2024. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

  • Northwest Financial Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 277 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $41.5K.
  • Northwest Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $41.5K in Q3 2024.
  • 696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.