Vishria Bird Financial Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Vishria Bird Financial Group’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	-48,078	Closed	-$3.46M	–	42
2020 Q1	$3.46M	Buy	48,078 +1,460	+3%	+$149K	3.62%	13
2019 Q4	$5.18M	Buy	46,618 +1,148	+3%	+$129K	5.02%	10
2019 Q3	$5.11M	Buy	45,470 +1,430	+3%	+$156K	5.85%	5
2019 Q2	$4.72M	Buy	44,040 +1,134	+3%	+$117K	4.71%	8
2019 Q1	$4.28M	Sell	42,906 -946	-2%	-$92.5K	4.33%	9
2018 Q4	$3.79M	Buy	43,852 +444	+1%	+$42.8K	4.19%	13
2018 Q3	$4.7M	Buy	43,408 +822	+2%	+$84.6K	4.03%	14
2018 Q2	$4.1M	Buy	+42,586	New	+$4.22M	3.8%	12

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Vishria Bird Financial Group's ITA Position: Q2 2020 in Review

Vishria Bird Financial Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2020, closing a stake of 48,078 shares — an estimated $3.46M sold.

Vishria Bird Financial Group first reported a position in ITA in Q2 2018 and held it in 8 quarters. The position peaked at $5.18M in Q4 2019. 334 funds tracked by Wall St. Rank hold ITA as of Q2 2020.

Vishria Bird Financial Group reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
Vishria Bird Financial Group sold 48,078 iShares US Aerospace & Defense ETF shares in Q2 2020, an estimated $3.46M.
Vishria Bird Financial Group first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and held it in 8 quarters.
Vishria Bird Financial Group's iShares US Aerospace & Defense ETF position peaked at $5.18M in Q4 2019.
334 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2020.

Based on Vishria Bird Financial Group's 13F filing for Q2 2020, filed 20 Jul 2020.