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SYSTM Wealth Solutions’s iShares US Aerospace & Defense ETF ITA Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-19
Closed -$2.56K – 360
2024
Q2 		$2.56K Hold
19
– – ﹤0.01% 607
2024
Q1 		$2.55K Sell
19
-185
-91% -$23.2K ﹤0.01% 885
2023
Q4 		$25.9K Buy
+204
New +$23.6K ﹤0.01% 682

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's ITA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2024, closing a stake of 19 shares — an estimated $2.56K sold.

SYSTM Wealth Solutions first reported a position in ITA in Q4 2023 and held it in 3 quarters. The position peaked at $25.9K in Q4 2023. 650 funds tracked by Wall St. Rank hold ITA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 19 iShares US Aerospace & Defense ETF shares in Q3 2024, an estimated $2.56K.
  • SYSTM Wealth Solutions first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's iShares US Aerospace & Defense ETF position peaked at $25.9K in Q4 2023.
  • 650 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.