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Pursue Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Pursue Wealth Partners’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
2022
Q1 		– Sell
-70,378
Closed -$7.23M – 249
2021
Q4 		$7.23M Buy
+70,378
New +$7.34M 2.8% 7

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Pursue Wealth Partners's ITA Position: Q1 2022 in Review

Pursue Wealth Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2022, closing a stake of 70,378 shares — an estimated $7.23M sold.

Pursue Wealth Partners first reported a position in ITA in Q4 2021 and held it in 1 quarter. The position peaked at $7.23M in Q4 2021. 416 funds tracked by Wall St. Rank hold ITA as of Q1 2022.

  • Pursue Wealth Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2022 after selling out during the quarter.
  • Pursue Wealth Partners sold 70,378 iShares US Aerospace & Defense ETF shares in Q1 2022, an estimated $7.23M.
  • Pursue Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and held it in 1 quarter.
  • Pursue Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $7.23M in Q4 2021.
  • 416 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2022.

Based on Pursue Wealth Partners's 13F filing for Q1 2022, filed 12 Apr 2022.