PWM
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PRW Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

PRW 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
2019
Q2 		– Sell
-350
Closed -$35K – 359
2019
Q1 		$35K Buy
+350
New +$34.2K 0.03% 186

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

PRW Wealth Management's ITA Position: Q2 2019 in Review

PRW Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2019, closing a stake of 350 shares — an estimated $35K sold.

PRW Wealth Management first reported a position in ITA in Q1 2019 and held it in 1 quarter. The position peaked at $35K in Q1 2019. 377 funds tracked by Wall St. Rank hold ITA as of Q2 2019.

  • PRW Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 350 iShares US Aerospace & Defense ETF shares in Q2 2019, an estimated $35K.
  • PRW Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2019 and held it in 1 quarter.
  • PRW Wealth Management's iShares US Aerospace & Defense ETF position peaked at $35K in Q1 2019.
  • 377 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.