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Wealthspire Advisors (Maryland)’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$228K Buy
2,876
+4
+0.1% +$328 0.01% 417
2020
Q2 		$237K Buy
2,872
+4
+0.1% +$315 0.02% 383
2020
Q1 		$206K Buy
2,868
+10
+0.3% +$1.02K 0.02% 383
2019
Q4 		$317K Buy
2,858
+2
+0.1% +$225 0.02% 367
2019
Q3 		$321K Buy
2,856
+2
+0.1% +$219 0.02% 334
2019
Q2 		$306K Sell
2,854
-998
-26% -$103K 0.02% 345
2019
Q1 		$384K Hold
3,852
– – 0.03% 295
2018
Q4 		$333K Sell
3,852
-290
-7% -$27.9K 0.03% 299
2018
Q3 		$448K Buy
4,142
+356
+9% +$36.6K 0.04% 267
2018
Q2 		$364K Sell
3,786
-500
-12% -$49.5K 0.03% 310
2018
Q1 		$424K Buy
4,286
+1,320
+45% +$131K 0.04% 280
2017
Q4 		$279K Buy
2,966
+1,426
+93% +$130K 0.03% 389
2017
Q3 		$137K Buy
1,540
+2
+0.1% +$168 0.01% 596
2017
Q2 		$121K Buy
1,538
+350
+29% +$27K 0.01% 617
2017
Q1 		$88K Buy
1,188
+2
+0.2% +$147 0.01% 645
2016
Q4 		$83K Buy
1,186
+534
+82% +$36.4K 0.01% 640
2016
Q3 		$42K Buy
+652
New +$42.1K 0.01% 826

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ITA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.14% in Q3 2020, buying an estimated $328 and bringing the position to 2,876 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #417.

Wealthspire Advisors (Maryland) first reported a position in ITA in Q3 2016 and has held it in 17 quarters since. The position peaked at $448K in Q3 2018. 315 funds tracked by Wall St. Rank hold ITA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,876 shares of iShares US Aerospace & Defense ETF worth $228K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 4 iShares US Aerospace & Defense ETF shares in Q3 2020, an estimated $328.
  • iShares US Aerospace & Defense ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #417 holding.
  • Wealthspire Advisors (Maryland) first reported a position in iShares US Aerospace & Defense ETF in Q3 2016 and has held it in 17 quarters since.
  • Wealthspire Advisors (Maryland)'s iShares US Aerospace & Defense ETF position peaked at $448K in Q3 2018.
  • 315 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.