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Evelyn Partners Investment Management Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Evelyn Partners Investment Management Services’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 		$68.5K Hold
313
– – 0.01% 165
2025
Q4 		$67.2K Sell
313
-508
-62% -$106K 0.01% 162
2025
Q3 		$172K Hold
821
– – 0.02% 133
2025
Q2 		$155K Buy
+821
New +$136K 0.02% 130

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evelyn Partners Investment Management Services's ITA Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 313 shares worth $68.5K. The position accounts for 0.01% of the portfolio, ranked #165.

Evelyn Partners Investment Management Services first reported a position in ITA in Q2 2025 and has held it in 4 quarters since. The position peaked at $172K in Q3 2025. 1,023 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Evelyn Partners Investment Management Services held 313 shares of iShares US Aerospace & Defense ETF worth $68.5K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
  • iShares US Aerospace & Defense ETF made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #165 holding.
  • Evelyn Partners Investment Management Services first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
  • Evelyn Partners Investment Management Services's iShares US Aerospace & Defense ETF position peaked at $172K in Q3 2025.
  • 1,023 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.