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	–	300
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's ITA Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2023, closing a stake of 177 shares — an estimated $20.7K sold.

WealthPLAN Partners first reported a position in ITA in Q2 2016 and held it in 6 quarters. The position peaked at $261K in Q4 2017. 540 funds tracked by Wall St. Rank hold ITA as of Q3 2023.

WealthPLAN Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 177 iShares US Aerospace & Defense ETF shares in Q3 2023, an estimated $20.7K.
WealthPLAN Partners first reported a position in iShares US Aerospace & Defense ETF in Q2 2016 and held it in 6 quarters.
WealthPLAN Partners's iShares US Aerospace & Defense ETF position peaked at $261K in Q4 2017.
540 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.