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

Anchor 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	$15.8K	Hold	72	–	–	﹤0.01%	773
2025 Q4	$15.5K	Hold	72	–	–	﹤0.01%	759
2025 Q3	$15.1K	Hold	72	–	–	﹤0.01%	760
2025 Q2	$13.6K	Hold	72	–	–	﹤0.01%	766
2025 Q1	$11K	Hold	72	–	–	﹤0.01%	776
2024 Q4	$10.5K	Hold	72	–	–	﹤0.01%	786
2024 Q3	$10.8K	Hold	72	–	–	﹤0.01%	772
2024 Q2	$9.51K	Hold	72	–	–	﹤0.01%	758
2024 Q1	$9.5K	Hold	72	–	–	﹤0.01%	785
2023 Q4	$9.12K	Hold	72	–	–	﹤0.01%	757
2023 Q3	$7.63K	Hold	72	–	–	﹤0.01%	784
2023 Q2	$8.4K	Hold	72	–	–	﹤0.01%	760
2023 Q1	$8.29K	Hold	72	–	–	﹤0.01%	771
2022 Q4	$8.05K	Buy	+72	New	+$7.66K	﹤0.01%	748

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

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

Anchor Investment Management held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 72 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Anchor Investment Management first reported a position in ITA in Q4 2022 and has held it in 14 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Anchor Investment Management held 72 shares of iShares US Aerospace & Defense ETF worth $15.8K as of Q1 2026.
Anchor Investment Management left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #773 holding.
Anchor Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 14 quarters since.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.