Clarity Capital Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Clarity Capital Partners’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 Q1	–	Sell	-17,597	Closed	-$2.56M	–	133
2024 Q4	$2.56M	Buy	17,597 +30	+0.2%	+$4.52K	1.33%	19
2024 Q3	$2.63M	Buy	17,567 +541	+3%	+$76.3K	1.55%	19
2024 Q2	$2.25M	Buy	17,026 +3,413	+25%	+$453K	1.38%	21
2024 Q1	$1.8M	Buy	13,613 +4,609	+51%	+$578K	1.18%	23
2023 Q4	$1.14M	Buy	+9,004	New	+$1.04M	0.8%	33

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clarity Capital Partners's ITA Position: Q1 2025 in Review

Clarity Capital Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2025, closing a stake of 17,597 shares — an estimated $2.56M sold.

Clarity Capital Partners first reported a position in ITA in Q4 2023 and held it in 5 quarters. The position peaked at $2.63M in Q3 2024. 698 funds tracked by Wall St. Rank hold ITA as of Q1 2025.

Clarity Capital Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
Clarity Capital Partners sold 17,597 iShares US Aerospace & Defense ETF shares in Q1 2025, an estimated $2.56M.
Clarity Capital Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and held it in 5 quarters.
Clarity Capital Partners's iShares US Aerospace & Defense ETF position peaked at $2.63M in Q3 2024.
698 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2025.

Based on Clarity Capital Partners's 13F filing for Q1 2025, filed 28 Apr 2025.