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Advyzon Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Advyzon Investment 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
2026
Q1 		$1.1M Sell
5,037
-4,695
-48% -$1.1M 0.1% 207
2025
Q4 		$2.09M Buy
+9,732
New +$2.04M 0.24% 101

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advyzon Investment Management's ITA Position: Q1 2026 in Review

Advyzon Investment Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 48% in Q1 2026, selling an estimated $1.1M and leaving 5,037 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #207.

Advyzon Investment Management first reported a position in ITA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.09M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Advyzon Investment Management held 5,037 shares of iShares US Aerospace & Defense ETF worth $1.1M as of Q1 2026.
  • Advyzon Investment Management sold 4,695 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $1.1M.
  • iShares US Aerospace & Defense ETF made up 0.1% of Advyzon Investment Management's portfolio in Q1 2026, its #207 holding.
  • Advyzon Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • Advyzon Investment Management's iShares US Aerospace & Defense ETF position peaked at $2.09M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.