EWA
ITA icon

Evolution Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Evolution Wealth Advisors’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 		$4.1M Buy
18,738
+990
+6% +$232K 0.42% 36
2025
Q4 		$3.81M Sell
17,748
-1,510
-8% -$316K 0.38% 35
2025
Q3 		$4.03M Buy
19,258
+1,350
+8% +$266K 0.54% 36
2025
Q2 		$3.38M Hold
17,908
– – 0.49% 40
2025
Q1 		$2.74M Sell
17,908
-410
-2% -$62.6K 0.46% 41
2024
Q4 		$2.66M Sell
18,318
-15
-0.1% -$2.26K 0.45% 43
2024
Q3 		$2.74M Sell
18,333
-821
-4% -$116K 0.49% 42
2024
Q2 		$2.53M Buy
19,154
+71
+0.4% +$9.41K 0.49% 43
2024
Q1 		$2.52M Sell
19,083
-59,498
-76% -$7.46M 0.48% 43
2023
Q4 		$9.95M Sell
78,581
-190
-0.2% -$21.9K 2% 12
2023
Q3 		$8.35M Buy
78,771
+669
+0.9% +$76.3K 1.86% 16
2023
Q2 		$9.11M Sell
78,102
-1,214
-2% -$138K 2.01% 14
2023
Q1 		$9.13M Sell
79,316
-2,550
-3% -$290K 2.19% 13
2022
Q4 		$9.16M Hold
81,866
– – 2.31% 12
2022
Q3 		$7.46M Buy
81,866
+44,183
+117% +$4.46M 2.05% 12
2022
Q2 		$3.73M Sell
37,683
-50,040
-57% -$5.15M 0.95% 28
2022
Q1 		$9.72M Buy
87,723
+85,723
+4,286% +$9.12M 2% 16
2021
Q4 		$206 Sell
2,000
-6,100
-75% -$636K 0.03% 129
2021
Q3 		$844K Sell
8,100
-562
-6% -$59.7K 0.18% 47
2021
Q2 		$949K Buy
8,662
+400
+5% +$43.1K 0.19% 60
2021
Q1 		$860K Buy
8,262
+162
+2% +$15.8K 0.19% 64
2020
Q4 		$767K Sell
8,100
-106,860
-93% -$9.4M 0.17% 64
2020
Q3 		$9.11M Buy
114,960
+24,512
+27% +$2.01M 2.49% 12
2020
Q2 		$7.45M Sell
90,448
-5,504
-6% -$434K 2.44% 12
2020
Q1 		$6.9M Sell
95,952
-1,148
-1% -$117K 2.79% 12
2019
Q4 		$10.8M Buy
+97,100
New +$10.9M 2.7% 12
2019
Q3 		– Sell
-93,624
Closed -$10M – 537
2019
Q2 		$10M Buy
93,624
+5,950
+7% +$616K 4.33% 9
2019
Q1 		$8.75M Buy
87,674
+5,280
+6% +$516K 4.02% 9
2018
Q4 		$7.12M Buy
+82,394
New +$7.94M 3.25% 11

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 $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evolution Wealth Advisors's ITA Position: Q1 2026 in Review

Evolution Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 5.6% in Q1 2026, buying an estimated $232K and bringing the position to 18,738 shares worth $4.1M. The position accounts for 0.42% of the portfolio, ranked #36.

Evolution Wealth Advisors first reported a position in ITA in Q4 2018 and has held it in 29 quarters since. The position peaked at $10.8M in Q4 2019. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Evolution Wealth Advisors held 18,738 shares of iShares US Aerospace & Defense ETF worth $4.1M as of Q1 2026.
  • Evolution Wealth Advisors bought 990 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $232K.
  • iShares US Aerospace & Defense ETF made up 0.42% of Evolution Wealth Advisors's portfolio in Q1 2026, its #36 holding.
  • Evolution Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 29 quarters since.
  • Evolution Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $10.8M in Q4 2019.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.