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Elk River Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Elk River Wealth Management’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
-18,936
Closed -$2.75M – 102
2024
Q4 		$2.75M Buy
+18,936
New +$2.85M 0.5% 46

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Elk River Wealth Management's ITA Position: Q1 2025 in Review

Elk River Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2025, closing a stake of 18,936 shares — an estimated $2.75M sold.

Elk River Wealth Management first reported a position in ITA in Q4 2024 and held it in 1 quarter. The position peaked at $2.75M in Q4 2024. 698 funds tracked by Wall St. Rank hold ITA as of Q1 2025.

  • Elk River Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
  • Elk River Wealth Management sold 18,936 iShares US Aerospace & Defense ETF shares in Q1 2025, an estimated $2.75M.
  • Elk River Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and held it in 1 quarter.
  • Elk River Wealth Management's iShares US Aerospace & Defense ETF position peaked at $2.75M in Q4 2024.
  • 698 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2025.

Based on Elk River Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.