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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
Q1 		$46.4K Hold
212
– – 0.01% 276
2025
Q4 		$45.5K Buy
+212
New +$44.4K 0.01% 276

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 $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $672B AUM 33.48% 1-Year Est. Return

Cherry Tree Wealth Management's ITA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 212 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #276.

Cherry Tree Wealth Management first reported a position in ITA in Q4 2025 and has held it in 2 quarters since. 1,030 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Cherry Tree Wealth Management held 212 shares of iShares US Aerospace & Defense ETF worth $46.4K as of Q1 2026.
  • Cherry Tree Wealth Management left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
  • iShares US Aerospace & Defense ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #276 holding.
  • Cherry Tree Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,030 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.