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Ancora Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Ancora Advisors’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 		$254K Buy
1,159
+47
+4% +$11K 0.01% 661
2025
Q4 		$239K Buy
1,112
+50
+5% +$10.5K ﹤0.01% 699
2025
Q3 		$222K Hold
1,062
– – ﹤0.01% 702
2025
Q2 		$200K Hold
1,062
– – ﹤0.01% 722
2025
Q1 		$163K Hold
1,062
– – ﹤0.01% 763
2024
Q4 		$154K Sell
1,062
-6
-0.6% -$904 ﹤0.01% 774
2024
Q3 		$160K Sell
1,068
-7
-0.7% -$987 ﹤0.01% 735
2024
Q2 		$142K Hold
1,075
– – ﹤0.01% 744
2024
Q1 		$142K Buy
1,075
+12
+1% +$1.5K ﹤0.01% 750
2023
Q4 		$135K Sell
1,063
-650
-38% -$75.1K ﹤0.01% 749
2023
Q3 		$182K Hold
1,713
– – ﹤0.01% 683
2023
Q2 		$200K Buy
1,713
+33
+2% +$3.75K 0.01% 651
2023
Q1 		$193K Buy
1,680
+477
+40% +$54.3K 0.01% 648
2022
Q4 		$135K Buy
1,203
+811
+207% +$86.3K ﹤0.01% 760
2022
Q3 		$36K Hold
392
– – ﹤0.01% 1180
2022
Q2 		$39K Buy
392
+1
+0.3% +$103 ﹤0.01% 1242
2022
Q1 		$43K Buy
391
+205
+110% +$21.8K ﹤0.01% 1314
2021
Q4 		$19K Hold
186
– – ﹤0.01% 1608
2021
Q3 		$19K Hold
186
– – ﹤0.01% 1494
2021
Q2 		$20K Hold
186
– – ﹤0.01% 1355
2021
Q1 		$19K Hold
186
– – ﹤0.01% 1314
2020
Q4 		$18K Hold
186
– – ﹤0.01% 1093
2020
Q3 		$15K Hold
186
– – ﹤0.01% 1064
2020
Q2 		$15K Hold
186
– – ﹤0.01% 1033
2020
Q1 		$13K Hold
186
– – ﹤0.01% 1131
2019
Q4 		$21K Buy
+186
New +$20.9K ﹤0.01% 1061
2018
Q4 		– Sell
-404
Closed -$44K – 911
2018
Q3 		$44K Buy
+404
New +$41.6K ﹤0.01% 915
2017
Q1 		– Sell
-186
Closed -$13K – 845
2016
Q4 		$13K Buy
+186
New +$12.7K ﹤0.01% 1009

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

Ancora Advisors's ITA Position: Q1 2026 in Review

Ancora Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 4.2% in Q1 2026, buying an estimated $11K and bringing the position to 1,159 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #661.

Ancora Advisors first reported a position in ITA in Q4 2016 and has held it in 28 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Ancora Advisors held 1,159 shares of iShares US Aerospace & Defense ETF worth $254K as of Q1 2026.
  • Ancora Advisors bought 47 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $11K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Ancora Advisors's portfolio in Q1 2026, its #661 holding.
  • Ancora Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2016 and has held it in 28 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.