Beckerman Institutional’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Beckerman Institutional’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	$1.85M	Sell	8,435 -90	-1%	-$21.1K	0.98%	29
2025 Q4	$1.83M	Buy	8,525 +4	+0%	+$837	1.03%	27
2025 Q3	$1.78M	Buy	8,521 +583	+7%	+$115K	1.05%	27
2025 Q2	$1.5M	Sell	7,938 -64	-0.8%	-$10.6K	0.99%	29
2025 Q1	$1.23M	Buy	8,002 +270	+3%	+$41.2K	0.89%	36
2024 Q4	$1.12M	Buy	7,732 +234	+3%	+$35.3K	0.9%	36
2024 Q3	$1.12M	Buy	+7,498	New	+$1.06M	0.94%	34

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

Beckerman Institutional's ITA Position: Q1 2026 in Review

Beckerman Institutional reduced its iShares US Aerospace & Defense ETF (ITA) stake by 1.1% in Q1 2026, selling an estimated $21.1K and leaving 8,435 shares worth $1.85M. The position accounts for 0.98% of the portfolio, ranked #29.

Beckerman Institutional first reported a position in ITA in Q3 2024 and has held it in 7 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Beckerman Institutional held 8,435 shares of iShares US Aerospace & Defense ETF worth $1.85M as of Q1 2026.
Beckerman Institutional sold 90 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $21.1K.
iShares US Aerospace & Defense ETF made up 0.98% of Beckerman Institutional's portfolio in Q1 2026, its #29 holding.
Beckerman Institutional first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 7 quarters since.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.