Cherry Tree Wealth Management
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Cherry Tree Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Cherry Tree 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
2026
Q3 		$43.9K Hold
212
– – 0.01% 294
2026
Q2 		$51.4K Hold
212
– – 0.01% 275
2026
Q1 		$46.4K Hold
212
– – 0.01% 276
2025
Q4 		$45.5K Buy
+212
New +$44.4K 0.01% 276

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Cherry Tree Wealth Management's ITA Position: Q3 2026 in Review

Cherry Tree Wealth Management held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2026 at 212 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #294.

Cherry Tree Wealth Management first reported a position in ITA in Q4 2025 and has held it in 4 quarters since. The position peaked at $51.4K in Q2 2026. 394 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Cherry Tree Wealth Management held 212 shares of iShares US Aerospace & Defense ETF worth $43.9K as of Q3 2026.
  • Cherry Tree Wealth Management left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2026.
  • iShares US Aerospace & Defense ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #294 holding.
  • Cherry Tree Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
  • Cherry Tree Wealth Management's iShares US Aerospace & Defense ETF position peaked at $51.4K in Q2 2026.
  • 394 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.