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WT Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

WT Wealth 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
2023
Q3 		– Sell
-24,224
Closed -$2.83M – 110
2023
Q2 		$2.83M Buy
24,224
+2,795
+13% +$318K 1.17% 22
2023
Q1 		$2.47M Buy
+21,429
New +$2.44M 1.07% 27
2020
Q3 		– Sell
-2,498
Closed -$205K – 107
2020
Q2 		$205K Buy
+2,498
New +$197K 0.17% 85
2020
Q1 		– Sell
-2,102
Closed -$233K – 74
2019
Q4 		$233K Sell
2,102
-504
-19% -$56.6K 0.18% 84
2019
Q3 		$292K Buy
+2,606
New +$285K 0.25% 67

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return