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Sugarloaf Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Sugarloaf Wealth Management’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
2024
Q4 		– Sell
-43
Closed -$6.46K – 698
2024
Q3 		$6.46K Buy
+43
New +$6.06K ﹤0.01% 541
2023
Q3 		– Sell
-1
Closed -$66 – 690
2023
Q2 		$66 Hold
1
– – ﹤0.01% 684
2023
Q1 		$180 Sell
1
-1
-50% -$114 ﹤0.01% 679
2022
Q4 		$175 Hold
2
– – ﹤0.01% 761
2022
Q3 		$1K Sell
2
-175
-99% -$17.7K ﹤0.01% 771
2022
Q2 		$18K Buy
177
+1
+0.6% +$103 ﹤0.01% 431
2022
Q1 		$20K Sell
176
-1
-0.6% -$106 ﹤0.01% 408
2021
Q4 		$18K Sell
177
-100
-36% -$10.4K ﹤0.01% 443
2021
Q3 		$29K Sell
277
-302
-52% -$32.1K 0.01% 355
2021
Q2 		$63K Sell
579
-221
-28% -$23.8K 0.02% 246
2021
Q1 		$97 Buy
+800
New +$78.1K 0.03% 186
2020
Q2 		– Sell
-50
Closed -$4K – 696
2020
Q1 		$4K Buy
+50
New +$5.12K ﹤0.01% 540

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sugarloaf Wealth Management's ITA Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2024, closing a stake of 43 shares — an estimated $6.46K sold.

Sugarloaf Wealth Management first reported a position in ITA in Q1 2020 and held it in 12 quarters. The position peaked at $63K in Q2 2021. 696 funds tracked by Wall St. Rank hold ITA as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 43 iShares US Aerospace & Defense ETF shares in Q4 2024, an estimated $6.46K.
  • Sugarloaf Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2020 and held it in 12 quarters.
  • Sugarloaf Wealth Management's iShares US Aerospace & Defense ETF position peaked at $63K in Q2 2021.
  • 696 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.