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Wetzel Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-86
Closed -$11.3K – 496
2024
Q2 		$11.3K Hold
86
– – 0.01% 441
2024
Q1 		$11K Hold
86
– – 0.01% 512
2023
Q4 		$11K Buy
+86
New +$9.93K 0.01% 500

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wetzel Investment Advisors's ITA Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2024, closing a stake of 86 shares — an estimated $11.3K sold.

Wetzel Investment Advisors first reported a position in ITA in Q4 2023 and held it in 3 quarters. The position peaked at $11.3K in Q2 2024. 650 funds tracked by Wall St. Rank hold ITA as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 86 iShares US Aerospace & Defense ETF shares in Q3 2024, an estimated $11.3K.
  • Wetzel Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's iShares US Aerospace & Defense ETF position peaked at $11.3K in Q2 2024.
  • 650 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.