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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.52M Buy
6,968
+5,865
+532% +$1.37M 0.41% 46
2025
Q4
$237K Buy
+1,103
New +$231K 0.07% 99
2024
Q1
Sell
-9
Closed -$1.14K 326
2023
Q4
$1.14K Buy
+9
New +$1.04K ﹤0.01% 508

Other funds holding ITA

Able Wealth Management's ITA Position: Q1 2026 in Review

Able Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 532% in Q1 2026, buying an estimated $1.37M and bringing the position to 6,968 shares worth $1.52M. The position accounts for 0.41% of the portfolio, ranked #46.

Able Wealth Management first reported a position in ITA in Q4 2023 and has held it in 3 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Able Wealth Management held 6,968 shares of iShares US Aerospace & Defense ETF worth $1.52M as of Q1 2026.
  • Able Wealth Management bought 5,865 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $1.37M.
  • iShares US Aerospace & Defense ETF made up 0.41% of Able Wealth Management's portfolio in Q1 2026, its #46 holding.
  • Able Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.