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

WealthPLAN Partners’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
2023
Q3 		– Sell
-177
Closed -$20.7K – 713
2023
Q2 		$20.7K Buy
+177
New +$20.1K ﹤0.01% 668
2018
Q2 		– Sell
-2,532
Closed -$251K – 271
2018
Q1 		$251K Sell
2,532
-246
-9% -$24.4K 0.06% 231
2017
Q4 		$261K Buy
+2,778
New +$254K 0.07% 172
2017
Q2 		– Sell
-50
Closed -$3.74K – 302
2017
Q1 		$3.74K Buy
+50
New +$3.68K 0.01% 372
2016
Q3 		$3.24K Sell
50
-50
-50% -$3.23K ﹤0.01% 786
2016
Q2 		$3.15K Buy
+100
New +$6.12K ﹤0.01% 2122

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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return