RCA
ITA icon

Ranch Capital Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Ranch Capital 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
Q2 		– Sell
-450
Closed -$46K – 881
2021
Q1 		$46K Hold
450
– – 0.03% 312
2020
Q4 		$42K Hold
450
– – 0.03% 322
2020
Q3 		$35K Sell
450
-10
-2% -$820 0.03% 340
2020
Q2 		$39K Buy
460
+10
+2% +$789 0.03% 345
2020
Q1 		$32K Buy
+450
New +$46.1K 0.03% 351

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Ranch Capital Advisors's ITA Position: Q2 2021 in Review

Ranch Capital Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2021, closing a stake of 450 shares — an estimated $46K sold.

Ranch Capital Advisors first reported a position in ITA in Q1 2020 and held it in 5 quarters. The position peaked at $46K in Q1 2021. 329 funds tracked by Wall St. Rank hold ITA as of Q2 2021.

  • Ranch Capital Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 450 iShares US Aerospace & Defense ETF shares in Q2 2021, an estimated $46K.
  • Ranch Capital Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2020 and held it in 5 quarters.
  • Ranch Capital Advisors's iShares US Aerospace & Defense ETF position peaked at $46K in Q1 2021.
  • 329 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2021.

Based on Ranch Capital Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.