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River Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-20
Closed -$2K – 320
2018
Q4 		$2K Sell
20
-30
-60% -$2.89K ﹤0.01% 508
2018
Q3 		$5K Hold
50
– – ﹤0.01% 498
2018
Q2 		$5K Buy
+50
New +$4.95K ﹤0.01% 499

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

River Wealth Advisors's ITA Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2019, closing a stake of 20 shares — an estimated $2K sold.

River Wealth Advisors first reported a position in ITA in Q2 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 378 funds tracked by Wall St. Rank hold ITA as of Q1 2019.

  • River Wealth Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 20 iShares US Aerospace & Defense ETF shares in Q1 2019, an estimated $2K.
  • River Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $5K in Q3 2018.
  • 378 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.