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Caitlin John’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Caitlin John’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
Q4 		– Sell
-7
Closed -$1.47K – 957
2025
Q3 		$1.47K Buy
+7
New +$1.38K ﹤0.01% 730
2025
Q1 		– Sell
-7
Closed -$1.02K – 454
2024
Q4 		$1.02K Hold
7
– – ﹤0.01% 727
2024
Q3 		$1.09K Hold
7
– – ﹤0.01% 725
2024
Q2 		$924 Hold
7
– – ﹤0.01% 733
2024
Q1 		$924 Hold
7
– – ﹤0.01% 758
2023
Q4 		$886 Buy
+7
New +$808 ﹤0.01% 767

Other funds holding ITA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caitlin John's ITA Position: Q4 2025 in Review

Caitlin John sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2025, closing a stake of 7 shares — an estimated $1.47K sold.

Caitlin John first reported a position in ITA in Q4 2023 and held it in 6 quarters. The position peaked at $1.47K in Q3 2025. 986 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

  • Caitlin John reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • Caitlin John sold 7 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $1.47K.
  • Caitlin John first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and held it in 6 quarters.
  • Caitlin John's iShares US Aerospace & Defense ETF position peaked at $1.47K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on Caitlin John's 13F filing for Q4 2025, filed 18 Feb 2026.