William Harnisch’s iShares US Aerospace & Defense ETF ITA Stock Holding History

William Harnisch’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 Q3	–	Sell	-1,500	Closed	-$149K	–	47
2022 Q2	$149K	Hold	1,500	–	–	0.01%	47
2022 Q1	$166K	Buy	+1,500	New	+$160K	0.01%	36

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RBA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

William Harnisch's ITA Position: Q3 2022 in Review

William Harnisch sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2022, closing a stake of 1,500 shares — an estimated $149K sold.

William Harnisch first reported a position in ITA in Q1 2022 and held it in 2 quarters. The position peaked at $166K in Q1 2022. 422 funds tracked by Wall St. Rank hold ITA as of Q3 2022.

William Harnisch reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2022 after selling out during the quarter.
William Harnisch sold 1,500 iShares US Aerospace & Defense ETF shares in Q3 2022, an estimated $149K.
William Harnisch first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and held it in 2 quarters.
William Harnisch's iShares US Aerospace & Defense ETF position peaked at $166K in Q1 2022.
422 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2022.

Based on Peconic Partners's 13F filing for Q3 2022, filed 14 Nov 2022.