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Relyea Zuckerberg Hanson’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Relyea Zuckerberg Hanson’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
-3,815
Closed -$398K – 149
2021
Q3 		$398K Buy
+3,815
New +$405K 0.15% 94

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

Relyea Zuckerberg Hanson's ITA Position: Q4 2021 in Review

Relyea Zuckerberg Hanson sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2021, closing a stake of 3,815 shares — an estimated $398K sold.

Relyea Zuckerberg Hanson first reported a position in ITA in Q3 2021 and held it in 1 quarter. The position peaked at $398K in Q3 2021. 349 funds tracked by Wall St. Rank hold ITA as of Q4 2021.

  • Relyea Zuckerberg Hanson reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
  • Relyea Zuckerberg Hanson sold 3,815 iShares US Aerospace & Defense ETF shares in Q4 2021, an estimated $398K.
  • Relyea Zuckerberg Hanson first reported a position in iShares US Aerospace & Defense ETF in Q3 2021 and held it in 1 quarter.
  • Relyea Zuckerberg Hanson's iShares US Aerospace & Defense ETF position peaked at $398K in Q3 2021.
  • 349 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2021.

Based on Relyea Zuckerberg Hanson's 13F filing for Q4 2021, filed 14 Jan 2022.