West Tower Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

West Tower Group’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
2024 Q1	–	Sell	-756	Closed	-$95.7K	–	300
2023 Q4	$95.7K	Buy	756 +84	+13%	+$9.7K	0.19%	71
2023 Q3	$71.2K	Sell	672 -478	-42%	-$54.5K	0.04%	140
2023 Q2	$134K	Buy	+1,150	New	+$131K	0.1%	83

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

West Tower Group's ITA Position: Q1 2024 in Review

West Tower Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2024, closing a stake of 756 shares — an estimated $95.7K sold.

West Tower Group first reported a position in ITA in Q2 2023 and held it in 3 quarters. The position peaked at $134K in Q2 2023. 615 funds tracked by Wall St. Rank hold ITA as of Q1 2024.

West Tower Group reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2024 after selling out during the quarter.
West Tower Group sold 756 iShares US Aerospace & Defense ETF shares in Q1 2024, an estimated $95.7K.
West Tower Group first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and held it in 3 quarters.
West Tower Group's iShares US Aerospace & Defense ETF position peaked at $134K in Q2 2023.
615 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.