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

Beaumont Financial 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 		$496K Buy
2,265
+195
+9% +$45.6K 0.03% 238
2025
Q4 		$444K Buy
2,070
+100
+5% +$20.9K 0.03% 245
2025
Q3 		$412K Buy
1,970
+75
+4% +$14.8K 0.03% 264
2025
Q2 		$357K Buy
1,895
+335
+21% +$55.6K 0.03% 268
2025
Q1 		$239K Buy
+1,560
New +$238K 0.02% 326
2020
Q1 		– Sell
-9,708
Closed -$1.08M – 261
2019
Q4 		$1.08M Sell
9,708
-5,308
-35% -$596K 0.11% 127
2019
Q3 		$1.69M Buy
+15,016
New +$1.64M 0.17% 97
2018
Q4 		– Sell
-31,312
Closed -$3.39M – 219
2018
Q3 		$3.39M Sell
31,312
-2,340
-7% -$241K 0.34% 67
2018
Q2 		$3.24M Buy
+33,652
New +$3.33M 0.34% 60
2018
Q1 		– Sell
-32,652
Closed -$3.07M – 218
2017
Q4 		$3.07M Sell
32,652
-850
-3% -$77.7K 0.36% 64
2017
Q3 		$2.98M Sell
33,502
-4,296
-11% -$360K 0.37% 63
2017
Q2 		$2.97M Sell
37,798
-3,358
-8% -$259K 0.39% 63
2017
Q1 		$3.06M Buy
+41,156
New +$3.03M 0.42% 62

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

Beaumont Financial Advisors's ITA Position: Q1 2026 in Review

Beaumont Financial Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 9.4% in Q1 2026, buying an estimated $45.6K and bringing the position to 2,265 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #238.

Beaumont Financial Advisors first reported a position in ITA in Q1 2017 and has held it in 13 quarters since. The position peaked at $3.39M in Q3 2018. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Beaumont Financial Advisors held 2,265 shares of iShares US Aerospace & Defense ETF worth $496K as of Q1 2026.
  • Beaumont Financial Advisors bought 195 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $45.6K.
  • iShares US Aerospace & Defense ETF made up 0.03% of Beaumont Financial Advisors's portfolio in Q1 2026, its #238 holding.
  • Beaumont Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2017 and has held it in 13 quarters since.
  • Beaumont Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $3.39M in Q3 2018.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.