CIBC Private Wealth Group
ITA icon

CIBC Private Wealth Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

CIBC Private Wealth Group’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 		$1.83M Buy
8,513
+508
+6% +$106K ﹤0.01% 594
2025
Q3 		$1.68M Buy
8,005
+1,545
+24% +$304K ﹤0.01% 605
2025
Q2 		$1.22M Sell
6,460
-4,666
-42% -$775K ﹤0.01% 635
2025
Q1 		$1.53M Buy
11,126
+2,181
+24% +$333K ﹤0.01% 583
2024
Q4 		$1.31M Buy
8,945
+866
+11% +$130K ﹤0.01% 645
2024
Q3 		$1.21M Sell
8,079
-74
-0.9% -$10.4K ﹤0.01% 654
2024
Q2 		$1.09M Buy
8,153
+102
+1% +$13.5K ﹤0.01% 652
2024
Q1 		$1.05M Sell
8,051
-7
-0.1% -$878 ﹤0.01% 664
2023
Q4 		$1.02M Sell
8,058
-1,001
-11% -$116K ﹤0.01% 627
2023
Q3 		$960K Buy
9,059
+1,132
+14% +$129K ﹤0.01% 616
2023
Q2 		$925K Sell
7,927
-28
-0.4% -$3.19K ﹤0.01% 608
2023
Q1 		$915K Buy
7,955
+4,245
+114% +$483K ﹤0.01% 621
2022
Q4 		$222K Hold
3,710
– – ﹤0.01% 718
2022
Q3 		$338K Hold
3,710
– – ﹤0.01% 771
2022
Q2 		$368K Hold
3,710
– – ﹤0.01% 763
2022
Q1 		$411K Sell
3,710
-1,075
-22% -$114K ﹤0.01% 793
2021
Q4 		$492K Sell
4,785
-1,087
-19% -$113K ﹤0.01% 777
2021
Q3 		$612K Sell
5,872
-425
-7% -$45.1K ﹤0.01% 705
2021
Q2 		$690K Sell
6,297
-174
-3% -$18.7K ﹤0.01% 734
2021
Q1 		$674K Buy
6,471
+2,985
+86% +$291K ﹤0.01% 744
2020
Q4 		$330K Sell
3,486
-280
-7% -$24.6K ﹤0.01% 854
2020
Q3 		$298K Buy
+3,766
New +$309K ﹤0.01% 782
2020
Q2 		– Sell
-3,492
Closed -$251K – 699
2020
Q1 		$251K Sell
3,492
-330
-9% -$33.8K ﹤0.01% 753
2019
Q4 		$424K Buy
3,822
+204
+6% +$22.9K ﹤0.01% 730
2019
Q3 		$406K Buy
3,618
+130
+4% +$14.2K ﹤0.01% 725
2019
Q2 		$374K Sell
3,488
-598
-15% -$61.9K ﹤0.01% 770
2019
Q1 		$408K Buy
+4,086
New +$399K ﹤0.01% 761
2018
Q3 		– Sell
-472
Closed -$45K – 1324
2018
Q2 		$45K Hold
472
– – ﹤0.01% 1194
2018
Q1 		$47K Buy
472
+100
+27% +$9.91K ﹤0.01% 1176
2017
Q4 		$35K Buy
+372
New +$34K ﹤0.01% 1264

Other funds holding ITA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group's ITA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares US Aerospace & Defense ETF (ITA) stake by 6.3% in Q4 2025, buying an estimated $106K and bringing the position to 8,513 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #594.

CIBC Private Wealth Group first reported a position in ITA in Q4 2017 and has held it in 30 quarters since. 986 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

  • CIBC Private Wealth Group held 8,513 shares of iShares US Aerospace & Defense ETF worth $1.83M as of Q4 2025.
  • CIBC Private Wealth Group bought 508 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $106K.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #594 holding.
  • CIBC Private Wealth Group first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and has held it in 30 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.