Financial Advocates Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Financial Advocates Investment 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
2020 Q3	–	Sell	-19,612	Closed	-$1.61M	–	662
2020 Q2	$1.61M	Buy	+19,612	New	+$1.55M	0.15%	169

Other funds holding ITA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Advocates Investment Management's ITA Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 1.8% in Q3 2025, selling an estimated $73.9K and leaving 19,979 shares worth $4.18M. The position accounts for 2.35% of the portfolio, ranked #10.

Financial Advocates Investment Management first reported a position in ITA in Q4 2017 and has held it in 31 quarters since. The position peaked at $5.78M in Q3 2023. 881 funds tracked by Wall St. Rank hold ITA as of Q3 2025.

Financial Advocates Investment Management held 19,979 shares of iShares US Aerospace & Defense ETF worth $4.18M as of Q3 2025.
Financial Advocates Investment Management sold 375 iShares US Aerospace & Defense ETF shares in Q3 2025, an estimated $73.9K.
iShares US Aerospace & Defense ETF made up 2.35% of Financial Advocates Investment Management's portfolio in Q3 2025, its #10 holding.
Financial Advocates Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and has held it in 31 quarters since.
Financial Advocates Investment Management's iShares US Aerospace & Defense ETF position peaked at $5.78M in Q3 2023.
881 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.