Brown Miller Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Brown Miller Wealth 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
2025 Q1	–	Sell	-3,390	Closed	-$493K	–	181
2024 Q4	$493K	Buy	3,390 +131	+4%	+$19.7K	0.19%	82
2024 Q3	$488K	Sell	3,259 -80	-2%	-$11.3K	0.19%	82
2024 Q2	$441K	Buy	3,339 +158	+5%	+$20.9K	0.18%	85
2024 Q1	$420K	Buy	3,181 +80	+3%	+$10K	0.19%	89
2023 Q4	$393K	Buy	3,101 +51	+2%	+$5.89K	0.2%	90
2023 Q3	$323K	Buy	3,050 +408	+15%	+$46.5K	0.18%	96
2023 Q2	$308K	Buy	2,642 +109	+4%	+$12.4K	0.17%	100
2023 Q1	$292K	Buy	2,533 +94	+4%	+$10.7K	0.17%	102
2022 Q4	$273K	Buy	+2,439	New	+$260K	0.17%	104

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Brown Miller Wealth Management's ITA Position: Q1 2025 in Review

Brown Miller Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2025, closing a stake of 3,390 shares — an estimated $493K sold.

Brown Miller Wealth Management first reported a position in ITA in Q4 2022 and held it in 9 quarters. The position peaked at $493K in Q4 2024. 698 funds tracked by Wall St. Rank hold ITA as of Q1 2025.

Brown Miller Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
Brown Miller Wealth Management sold 3,390 iShares US Aerospace & Defense ETF shares in Q1 2025, an estimated $493K.
Brown Miller Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and held it in 9 quarters.
Brown Miller Wealth Management's iShares US Aerospace & Defense ETF position peaked at $493K in Q4 2024.
698 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2025.

Based on Brown Miller Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.