1 North Wealth Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

1 North Wealth Services’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
2026 Q1	$47.3K	Buy	216 +10	+5%	+$2.34K	0.02%	91
2025 Q4	$44.2K	Hold	206	–	–	0.02%	94
2025 Q3	$43.1K	Hold	206	–	–	0.02%	88
2025 Q2	$38.9K	Hold	206	–	–	0.02%	92
2025 Q1	$31.5K	Buy	+206	New	+$31.5K	0.01%	99
2019 Q4	$11K	Hold	100	–	–	0.01%	190
2019 Q3	$11K	Buy	+100	New	+$10.9K	0.01%	149
2019 Q1	$10K	Hold	100	–	–	0.01%	147
2018 Q4	$9K	Buy	+100	New	+$9.64K	0.01%	152

Other funds holding ITA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

1 North Wealth Services's ITA Position: Q1 2026 in Review

1 North Wealth Services increased its iShares US Aerospace & Defense ETF (ITA) stake by 4.9% in Q1 2026, buying an estimated $2.34K and bringing the position to 216 shares worth $47.3K. The position accounts for 0.02% of the portfolio, ranked #91.

1 North Wealth Services first reported a position in ITA in Q4 2018 and has held it in 9 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

1 North Wealth Services held 216 shares of iShares US Aerospace & Defense ETF worth $47.3K as of Q1 2026.
1 North Wealth Services bought 10 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $2.34K.
iShares US Aerospace & Defense ETF made up 0.02% of 1 North Wealth Services's portfolio in Q1 2026, its #91 holding.
1 North Wealth Services first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 9 quarters since.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.