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One Plus One Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

One Plus One Wealth 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
2023
Q3 		– Sell
-59,219
Closed -$6.91M – 92
2023
Q2 		$6.91M Buy
+59,219
New +$6.74M 4.41% 5

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

One Plus One Wealth Management's ITA Position: Q3 2023 in Review

One Plus One Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2023, closing a stake of 59,219 shares — an estimated $6.91M sold.

One Plus One Wealth Management first reported a position in ITA in Q2 2023 and held it in 1 quarter. The position peaked at $6.91M in Q2 2023. 541 funds tracked by Wall St. Rank hold ITA as of Q3 2023.

  • One Plus One Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2023 after selling out during the quarter.
  • One Plus One Wealth Management sold 59,219 iShares US Aerospace & Defense ETF shares in Q3 2023, an estimated $6.91M.
  • One Plus One Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and held it in 1 quarter.
  • One Plus One Wealth Management's iShares US Aerospace & Defense ETF position peaked at $6.91M in Q2 2023.
  • 541 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2023.

Based on One Plus One Wealth Management's 13F filing for Q3 2023, filed 12 Oct 2023.