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

Regal Wealth 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
2020
Q1 		– Sell
-234
Closed -$26K – 192
2019
Q4 		$26K Buy
+234
New +$26.3K 0.02% 110

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regal Wealth Group's ITA Position: Q1 2020 in Review

Regal Wealth Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2020, closing a stake of 234 shares — an estimated $26K sold.

Regal Wealth Group first reported a position in ITA in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 347 funds tracked by Wall St. Rank hold ITA as of Q1 2020.

  • Regal Wealth Group reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
  • Regal Wealth Group sold 234 iShares US Aerospace & Defense ETF shares in Q1 2020, an estimated $26K.
  • Regal Wealth Group first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and held it in 1 quarter.
  • Regal Wealth Group's iShares US Aerospace & Defense ETF position peaked at $26K in Q4 2019.
  • 347 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2020.

Based on Regal Wealth Group's 13F filing for Q1 2020, filed 23 Apr 2020.