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

Phoenix Wealth 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
2021 Q4	–	Sell	-360	Closed	-$38K	–	236
2021 Q3	$38K	Hold	360	–	–	0.03%	210
2021 Q2	$39K	Hold	360	–	–	0.03%	205
2021 Q1	$38K	Hold	360	–	–	0.03%	205
2020 Q4	$34K	Buy	+360	New	+$31.7K	0.03%	213

Other funds holding ITA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Phoenix Wealth Advisors's ITA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2021, closing a stake of 360 shares — an estimated $38K sold.

Phoenix Wealth Advisors first reported a position in ITA in Q4 2020 and held it in 4 quarters. The position peaked at $39K in Q2 2021. 349 funds tracked by Wall St. Rank hold ITA as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 360 iShares US Aerospace & Defense ETF shares in Q4 2021, an estimated $38K.
Phoenix Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $39K in Q2 2021.
349 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.