TCWP’s iShares US Aerospace & Defense ETF ITA Stock Holding History

TCWP’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
2022 Q2	–	Sell	-500	Closed	-$55K	–	991
2022 Q1	$55K	Buy	+500	New	+$53.2K	0.01%	461

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

MIFH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

RBA

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TCWP's ITA Position: Q2 2022 in Review

TCWP sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2022, closing a stake of 500 shares — an estimated $55K sold.

TCWP first reported a position in ITA in Q1 2022 and held it in 1 quarter. The position peaked at $55K in Q1 2022. 424 funds tracked by Wall St. Rank hold ITA as of Q2 2022.

TCWP reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 500 iShares US Aerospace & Defense ETF shares in Q2 2022, an estimated $55K.
TCWP first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares US Aerospace & Defense ETF position peaked at $55K in Q1 2022.
424 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.