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

Copperleaf Capital’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 Q3	$454K	Buy	+2,168	New	+$427K	0.22%	83

Other funds holding ITA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Copperleaf Capital's ITA Position: Q3 2025 in Review

Copperleaf Capital opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2025: 2,168 shares worth $454K. The stake represents 0.22% of the portfolio and ranks #83 among its holdings.

881 funds tracked by Wall St. Rank hold ITA as of Q3 2025.

Copperleaf Capital held 2,168 shares of iShares US Aerospace & Defense ETF worth $454K as of Q3 2025.
iShares US Aerospace & Defense ETF was a new Copperleaf Capital position in Q3 2025.
iShares US Aerospace & Defense ETF made up 0.22% of Copperleaf Capital's portfolio in Q3 2025, its #83 holding.
881 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.