Principal Financial Group
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Principal Financial Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Principal Financial 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
2021
Q4 		– Sell
-5,347
Closed -$557K – 2579
2021
Q3 		$557K Sell
5,347
-105
-2% -$11.1K ﹤0.01% 2147
2021
Q2 		$597K Buy
5,452
+194
+4% +$20.9K ﹤0.01% 2166
2021
Q1 		$547K Buy
5,258
+4
+0.1% +$390 ﹤0.01% 2129
2020
Q4 		$498K Buy
5,254
+92
+2% +$8.09K ﹤0.01% 2113
2020
Q3 		$409K Sell
5,162
-1,040
-17% -$85.2K ﹤0.01% 2055
2020
Q2 		$511K Buy
6,202
+318
+5% +$25.1K ﹤0.01% 1966
2020
Q1 		$423K Buy
5,884
+100
+2% +$10.2K ﹤0.01% 1891
2019
Q4 		$642K Sell
5,784
-34
-0.6% -$3.82K ﹤0.01% 1902
2019
Q3 		$654K Buy
5,818
+192
+3% +$21K ﹤0.01% 1893
2019
Q2 		$603K Buy
5,626
+292
+5% +$30.2K ﹤0.01% 1926
2019
Q1 		$532K Buy
5,334
+410
+8% +$40.1K ﹤0.01% 1922
2018
Q4 		$426K Buy
+4,924
New +$475K ﹤0.01% 1951

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Principal Financial Group's ITA Position: Q4 2021 in Review

Principal Financial Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2021, closing a stake of 5,347 shares — an estimated $557K sold.

Principal Financial Group first reported a position in ITA in Q4 2018 and held it in 12 quarters. The position peaked at $654K in Q3 2019. 349 funds tracked by Wall St. Rank hold ITA as of Q4 2021.

  • Principal Financial Group reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 5,347 iShares US Aerospace & Defense ETF shares in Q4 2021, an estimated $557K.
  • Principal Financial Group first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and held it in 12 quarters.
  • Principal Financial Group's iShares US Aerospace & Defense ETF position peaked at $654K in Q3 2019.
  • 349 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.