BCS Private 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
$5.98M Buy
27,351
+525
+2% +$123K 1.82% 11
2025
Q4
$5.76M Sell
26,826
-39
-0.1% -$8.16K 1.97% 12
2025
Q3
$5.62M Buy
26,865
+1,145
+4% +$226K 2.01% 9
2025
Q2
$4.85M Buy
+25,720
New +$4.27M 1.82% 10

Other funds holding ITA

BCS Private Wealth Management's ITA Position: Q1 2026 in Review

BCS Private Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 2% in Q1 2026, buying an estimated $123K and bringing the position to 27,351 shares worth $5.98M. The position accounts for 1.82% of the portfolio, ranked #11.

BCS Private Wealth Management first reported a position in ITA in Q2 2025 and has held it in 4 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • BCS Private Wealth Management held 27,351 shares of iShares US Aerospace & Defense ETF worth $5.98M as of Q1 2026.
  • BCS Private Wealth Management bought 525 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $123K.
  • iShares US Aerospace & Defense ETF made up 1.82% of BCS Private Wealth Management's portfolio in Q1 2026, its #11 holding.
  • BCS Private Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.