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West Branch Capital’s iShares US Aerospace & Defense ETF ITA Stock Holding History

West Branch Capital’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
2022
Q2 		– Sell
-1,000
Closed -$111K – 439
2022
Q1 		$111K Buy
+1,000
New +$106K 0.05% 119

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

West Branch Capital's ITA Position: Q2 2022 in Review

West Branch Capital sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2022, closing a stake of 1,000 shares — an estimated $111K sold.

West Branch Capital first reported a position in ITA in Q1 2022 and held it in 1 quarter. The position peaked at $111K in Q1 2022. 424 funds tracked by Wall St. Rank hold ITA as of Q2 2022.

  • West Branch Capital reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
  • West Branch Capital sold 1,000 iShares US Aerospace & Defense ETF shares in Q2 2022, an estimated $111K.
  • West Branch Capital first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and held it in 1 quarter.
  • West Branch Capital's iShares US Aerospace & Defense ETF position peaked at $111K in Q1 2022.
  • 424 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2022.

Based on West Branch Capital's 13F filing for Q2 2022, filed 28 Jul 2022.