Callan Family Office’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Callan Family Office’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	$335K	Hold	1,533	–	–	0.01%	890
2025 Q4	$329K	Hold	1,533	–	–	0.01%	899
2025 Q3	$321K	Hold	1,533	–	–	0.01%	687
2025 Q2	$289K	Hold	1,533	–	–	0.01%	780
2025 Q1	$235K	Hold	1,533	–	–	0.02%	492
2024 Q4	$223K	Buy	+1,533	New	+$231K	0.01%	578

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

Callan Family Office's ITA Position: Q1 2026 in Review

Callan Family Office held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 1,533 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #890.

Callan Family Office first reported a position in ITA in Q4 2024 and has held it in 6 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Callan Family Office held 1,533 shares of iShares US Aerospace & Defense ETF worth $335K as of Q1 2026.
Callan Family Office left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
iShares US Aerospace & Defense ETF made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #890 holding.
Callan Family Office first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 6 quarters since.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.