Elevate Wealth Advisory’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Elevate Wealth Advisory’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	$314K	Hold	1,437	–	–	0.2%	59
2025 Q4	$309K	Sell	1,437 -780	-35%	-$163K	0.21%	57
2025 Q3	$464K	Hold	2,217	–	–	0.34%	45
2025 Q2	$418K	Buy	2,217 +412	+23%	+$68.4K	0.3%	50
2025 Q1	$276K	Buy	1,805 +1,299	+257%	+$198K	0.2%	62
2024 Q4	$73.5K	Hold	506	–	–	0.06%	81
2024 Q3	$75.7K	Hold	506	–	–	0.06%	85
2024 Q2	$66.8K	Sell	506 -317	-39%	-$42K	0.05%	80
2024 Q1	$109K	Buy	+823	New	+$103K	0.09%	67

Other funds holding ITA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Elevate Wealth Advisory's ITA Position: Q1 2026 in Review

Elevate Wealth Advisory held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 1,437 shares worth $314K. The position accounts for 0.2% of the portfolio, ranked #59.

Elevate Wealth Advisory first reported a position in ITA in Q1 2024 and has held it in 9 quarters since. The position peaked at $464K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Elevate Wealth Advisory held 1,437 shares of iShares US Aerospace & Defense ETF worth $314K as of Q1 2026.
Elevate Wealth Advisory left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
iShares US Aerospace & Defense ETF made up 0.2% of Elevate Wealth Advisory's portfolio in Q1 2026, its #59 holding.
Elevate Wealth Advisory first reported a position in iShares US Aerospace & Defense ETF in Q1 2024 and has held it in 9 quarters since.
Elevate Wealth Advisory's iShares US Aerospace & Defense ETF position peaked at $464K in Q3 2025.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.