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CFO Capital Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

CFO Capital 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
2026
Q1 		$227K Buy
1,076
+23
+2% +$5.38K 0.19% 100
2025
Q4 		$226K Buy
+1,053
New +$220K 0.17% 105

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFO Capital Management's ITA Position: Q1 2026 in Review

CFO Capital Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 2.2% in Q1 2026, buying an estimated $5.38K and bringing the position to 1,076 shares worth $227K. The position accounts for 0.19% of the portfolio, ranked #100.

CFO Capital Management first reported a position in ITA in Q4 2025 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • CFO Capital Management held 1,076 shares of iShares US Aerospace & Defense ETF worth $227K as of Q1 2026.
  • CFO Capital Management bought 23 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $5.38K.
  • iShares US Aerospace & Defense ETF made up 0.19% of CFO Capital Management's portfolio in Q1 2026, its #100 holding.
  • CFO Capital Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,024 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.