Polaris Wealth Advisory Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-200	Closed	-$22K	–	296
2018 Q3	$22K	Buy	200 +100	+100%	+$10.3K	﹤0.01%	316
2018 Q2	$10K	Hold	100	–	–	﹤0.01%	203
2018 Q1	$10K	Buy	+100	New	+$9.91K	﹤0.01%	360

Other funds holding ITA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Polaris Wealth Advisory Group's ITA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2018, closing a stake of 200 shares — an estimated $22K sold.

Polaris Wealth Advisory Group first reported a position in ITA in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q3 2018. 369 funds tracked by Wall St. Rank hold ITA as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 200 iShares US Aerospace & Defense ETF shares in Q4 2018, an estimated $22K.
Polaris Wealth Advisory Group first reported a position in iShares US Aerospace & Defense ETF in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's iShares US Aerospace & Defense ETF position peaked at $22K in Q3 2018.
369 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.