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Ewing Morris & Co Investment Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Ewing Morris & Co Investment Partners’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 		– Sell
-5,474
Closed -$1.19M – 91
2025
Q4 		$1.19M Buy
5,474
+111
+2% +$23.2K 0.52% 46
2025
Q3 		$1.12M Buy
+5,363
New +$1.06M 0.48% 49

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

Ewing Morris & Co Investment Partners's ITA Position: Q1 2026 in Review

Ewing Morris & Co Investment Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2026, closing a stake of 5,474 shares — an estimated $1.19M sold.

Ewing Morris & Co Investment Partners first reported a position in ITA in Q3 2025 and held it in 2 quarters. The position peaked at $1.19M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Ewing Morris & Co Investment Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • Ewing Morris & Co Investment Partners sold 5,474 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $1.19M.
  • Ewing Morris & Co Investment Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and held it in 2 quarters.
  • Ewing Morris & Co Investment Partners's iShares US Aerospace & Defense ETF position peaked at $1.19M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q1 2026, filed 11 May 2026.