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Unique Wealth Strategies’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Unique Wealth Strategies’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
-870
Closed -$115K – 438
2024
Q2 		$115K Buy
+870
New +$115K 0.05% 200

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

Unique Wealth Strategies's ITA Position: Q3 2024 in Review

Unique Wealth Strategies sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2024, closing a stake of 870 shares — an estimated $115K sold.

Unique Wealth Strategies first reported a position in ITA in Q2 2024 and held it in 1 quarter. The position peaked at $115K in Q2 2024. 650 funds tracked by Wall St. Rank hold ITA as of Q3 2024.

  • Unique Wealth Strategies reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 870 iShares US Aerospace & Defense ETF shares in Q3 2024, an estimated $115K.
  • Unique Wealth Strategies first reported a position in iShares US Aerospace & Defense ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's iShares US Aerospace & Defense ETF position peaked at $115K in Q2 2024.
  • 650 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.