Winslow Evans & Crocker’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Winslow Evans & Crocker’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 Q4	$180K	Buy	1,901 +1,361	+252%	+$120K	0.03%	347
2020 Q3	$43K	Sell	540 -170	-24%	-$13.9K	0.01%	488
2020 Q2	$59K	Sell	710 -914	-56%	-$72.1K	0.02%	440
2020 Q1	$118K	Hold	1,624	–	–	0.04%	305
2019 Q4	$182K	Sell	1,624 -48	-3%	-$5.39K	0.05%	297
2019 Q3	$190K	Sell	1,672 -100	-6%	-$10.9K	0.05%	287
2019 Q2	$192K	Hold	1,772	–	–	0.05%	291
2019 Q1	$178K	Hold	1,772	–	–	0.05%	293
2018 Q4	$156K	Hold	1,772	–	–	0.05%	289
2018 Q3	$194K	Sell	1,772 -1,368	-44%	-$141K	0.06%	269
2018 Q2	$304K	Sell	3,140 -1,912	-38%	-$189K	0.1%	199
2018 Q1	$500K	Buy	5,052 +4,852	+2,426%	+$481K	0.16%	133
2017 Q4	$18.8K	Hold	200	–	–	0.01%	671
2017 Q3	$17.8K	Hold	200	–	–	0.01%	688
2017 Q2	$15.7K	Buy	+200	New	+$15.4K	﹤0.01%	803

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Winslow Evans & Crocker's ITA Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares US Aerospace & Defense ETF (ITA) stake by 252% in Q4 2020, buying an estimated $120K and bringing the position to 1,901 shares worth $180K. The position accounts for 0.03% of the portfolio, ranked #347.

Winslow Evans & Crocker first reported a position in ITA in Q2 2017 and has held it in 15 quarters since. The position peaked at $500K in Q1 2018. 350 funds tracked by Wall St. Rank hold ITA as of Q4 2020.

Winslow Evans & Crocker held 1,901 shares of iShares US Aerospace & Defense ETF worth $180K as of Q4 2020.
Winslow Evans & Crocker bought 1,361 iShares US Aerospace & Defense ETF shares in Q4 2020, an estimated $120K.
iShares US Aerospace & Defense ETF made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #347 holding.
Winslow Evans & Crocker first reported a position in iShares US Aerospace & Defense ETF in Q2 2017 and has held it in 15 quarters since.
Winslow Evans & Crocker's iShares US Aerospace & Defense ETF position peaked at $500K in Q1 2018.
350 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.