Westside Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Westside Investment Management’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 Q2	–	Sell	-144	Closed	-$10	–	675
2020 Q1	$10	Buy	+144	New	+$14.7K	﹤0.01%	463
2019 Q2	$15	Buy	+142	New	+$14.7K	﹤0.01%	423
2018 Q4	$12.3K	Buy	142 +4	+3%	+$385	﹤0.01%	432
2018 Q3	$15.4K	Sell	138 -4	-3%	-$411	﹤0.01%	410
2018 Q2	$13.7K	Buy	142 +2	+1%	+$198	﹤0.01%	490
2018 Q1	$13.8K	Hold	140	–	–	0.01%	462
2017 Q4	$13.6K	Hold	140	–	–	0.01%	496
2017 Q3	$12.8K	Hold	140	–	–	0.01%	490
2017 Q2	$11.3K	Hold	140	–	–	0.01%	507
2017 Q1	$10.3K	Hold	140	–	–	﹤0.01%	494
2016 Q4	$9.98K	Buy	+140	New	+$9.54K	0.01%	401

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Westside Investment Management's ITA Position: Q2 2020 in Review

Westside Investment Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2020, closing a stake of 144 shares — an estimated $10 sold.

Westside Investment Management first reported a position in ITA in Q4 2016 and held it in 11 quarters. The position peaked at $15.4K in Q3 2018. 334 funds tracked by Wall St. Rank hold ITA as of Q2 2020.

Westside Investment Management reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
Westside Investment Management sold 144 iShares US Aerospace & Defense ETF shares in Q2 2020, an estimated $10.
Westside Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2016 and held it in 11 quarters.
Westside Investment Management's iShares US Aerospace & Defense ETF position peaked at $15.4K in Q3 2018.
334 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2020.

Based on Westside Investment Management's 13F filing for Q2 2020, filed 21 Jul 2020.