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Vaughan & Co Securities’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Vaughan & Co Securities’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
2020
Q2 		– Sell
-64
Closed -$4.6K – 101
2020
Q1 		$4.6K Hold
64
– – 0.01% 146
2019
Q4 		$7.11K Buy
+64
New +$7.19K 0.01% 148

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Vaughan & Co Securities's ITA Position: Q2 2020 in Review

Vaughan & Co Securities sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2020, closing a stake of 64 shares — an estimated $4.6K sold.

Vaughan & Co Securities first reported a position in ITA in Q4 2019 and held it in 2 quarters. The position peaked at $7.11K in Q4 2019. 334 funds tracked by Wall St. Rank hold ITA as of Q2 2020.

  • Vaughan & Co Securities reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
  • Vaughan & Co Securities sold 64 iShares US Aerospace & Defense ETF shares in Q2 2020, an estimated $4.6K.
  • Vaughan & Co Securities first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and held it in 2 quarters.
  • Vaughan & Co Securities's iShares US Aerospace & Defense ETF position peaked at $7.11K in Q4 2019.
  • 334 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2020.

Based on Vaughan & Co Securities's 13F filing for Q2 2020, filed 10 May 2021.