360 Financial’s iShares US Aerospace & Defense ETF ITA Stock Holding History

360 Financial’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	$14.4M	Buy	+65,869	New	+$15.4M	4.34%	9
2020 Q3	–	Sell	-38,472	Closed	-$3.08M	–	73
2020 Q2	$3.08M	Sell	38,472 -22,758	-37%	-$1.8M	2.56%	11
2020 Q1	$4.4M	Buy	61,230 +1,700	+3%	+$174K	4.62%	8
2019 Q4	$7.11M	Buy	+59,530	New	+$6.69M	5.24%	7

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

360 Financial's ITA Position: Q1 2026 in Review

360 Financial opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q1 2026: 65,869 shares worth $14.4M. The stake represents 4.34% of the portfolio and ranks #9 among its holdings. This is a return to the name: 360 Financial previously reported a position in ITA as recently as Q2 2020.

360 Financial first reported a position in ITA in Q4 2019 and has held it in 4 quarters since. 1,023 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

360 Financial held 65,869 shares of iShares US Aerospace & Defense ETF worth $14.4M as of Q1 2026.
iShares US Aerospace & Defense ETF was a new 360 Financial position in Q1 2026.
iShares US Aerospace & Defense ETF made up 4.34% of 360 Financial's portfolio in Q1 2026, its #9 holding.
360 Financial first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 4 quarters since.
1,023 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.