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Essential Planning’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Essential Planning’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
-49,172
Closed -$7.41M – 185
2024
Q4 		$7.41M Buy
+49,172
New +$7.41M 0.05% 91

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

Essential Planning's ITA Position: Q1 2025 in Review

Essential Planning sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2025, closing a stake of 49,172 shares — an estimated $7.41M sold.

Essential Planning first reported a position in ITA in Q4 2024 and held it in 1 quarter. The position peaked at $7.41M in Q4 2024. 698 funds tracked by Wall St. Rank hold ITA as of Q1 2025.

  • Essential Planning reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 49,172 iShares US Aerospace & Defense ETF shares in Q1 2025, an estimated $7.41M.
  • Essential Planning first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares US Aerospace & Defense ETF position peaked at $7.41M in Q4 2024.
  • 698 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.