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Wealth Management Associates’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Wealth Management Associates’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
Q1 		– Sell
-3,158
Closed -$351K – 135
2019
Q4 		$351K Hold
3,158
– – 0.25% 89
2019
Q3 		$355K Hold
3,158
– – 0.29% 83
2019
Q2 		$338K Buy
+3,158
New +$327K 0.34% 61

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealth Management Associates's ITA Position: Q1 2020 in Review

Wealth Management Associates sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2020, closing a stake of 3,158 shares — an estimated $351K sold.

Wealth Management Associates first reported a position in ITA in Q2 2019 and held it in 3 quarters. The position peaked at $355K in Q3 2019. 347 funds tracked by Wall St. Rank hold ITA as of Q1 2020.

  • Wealth Management Associates reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Management Associates sold 3,158 iShares US Aerospace & Defense ETF shares in Q1 2020, an estimated $351K.
  • Wealth Management Associates first reported a position in iShares US Aerospace & Defense ETF in Q2 2019 and held it in 3 quarters.
  • Wealth Management Associates's iShares US Aerospace & Defense ETF position peaked at $355K in Q3 2019.
  • 347 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2020.

Based on Wealth Management Associates's 13F filing for Q1 2020, filed 28 May 2025.