SMI Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

SMI Advisory Services’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
2023 Q1	$4.12M	Buy	+36,857	New	+$4.19M	1.38%	13

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

SMI Advisory Services's ITA Position: Q1 2023 in Review

SMI Advisory Services opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q1 2023: 36,857 shares worth $4.12M. The stake represents 1.38% of the portfolio and ranks #13 among its holdings.

548 funds tracked by Wall St. Rank hold ITA as of Q1 2023.

SMI Advisory Services held 36,857 shares of iShares US Aerospace & Defense ETF worth $4.12M as of Q1 2023.
iShares US Aerospace & Defense ETF was a new SMI Advisory Services position in Q1 2023.
iShares US Aerospace & Defense ETF made up 1.38% of SMI Advisory Services's portfolio in Q1 2023, its #13 holding.
548 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2023.

Based on SMI Advisory Services's 13F filing for Q1 2023, filed 11 Apr 2023.