Choate Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Choate Investment Advisors’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	-1,002	Closed	-$210K	–	451
2025 Q3	$210K	Sell	1,002 -328	-25%	-$64.6K	﹤0.01%	405
2025 Q2	$251K	Hold	1,330	–	–	0.01%	363
2025 Q1	$204K	Buy	+1,330	New	+$203K	0.01%	382
2023 Q4	–	Sell	-1,330	Closed	-$141K	–	412
2023 Q3	$141K	Hold	1,330	–	–	0.01%	366
2023 Q2	$155K	Hold	1,330	–	–	0.01%	290
2023 Q1	$153K	Hold	1,330	–	–	0.01%	266
2022 Q4	$149K	Hold	1,330	–	–	0.01%	274
2022 Q3	$121K	Hold	1,330	–	–	0.01%	250
2022 Q2	$132K	Hold	1,330	–	–	0.01%	263
2022 Q1	$147K	Hold	1,330	–	–	0.01%	299
2021 Q4	$137K	Buy	+1,330	New	+$139K	0.01%	291

Other funds holding ITA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Choate Investment Advisors's ITA Position: Q4 2025 in Review

Choate Investment Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2025, closing a stake of 1,002 shares — an estimated $210K sold.

Choate Investment Advisors first reported a position in ITA in Q4 2021 and held it in 11 quarters. The position peaked at $251K in Q2 2025. 986 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

Choate Investment Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
Choate Investment Advisors sold 1,002 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $210K.
Choate Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and held it in 11 quarters.
Choate Investment Advisors's iShares US Aerospace & Defense ETF position peaked at $251K in Q2 2025.
986 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on Choate Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.