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

Financial Management Professionals’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
Q3 		– Sell
-6,747
Closed -$545K – 1080
2026
Q2 		$545K Sell
6,747
-17,469
-72% -$1.33M 0.05% 112
2026
Q1 		$1.77M Sell
24,216
-780
-3% -$60.8K 0.2% 44
2025
Q4 		$1.79M Sell
24,996
-111
-0.4% -$7.75K 0.18% 44
2025
Q3 		$1.75M Sell
25,107
-2,442
-9% -$160K 0.18% 49
2025
Q2 		$1.73M Buy
+27,549
New +$1.52M 0.19% 48
2018
Q4 		– Sell
-42
Closed -$2K – 297
2018
Q3 		$2K Sell
42
-110,130
-100% -$3.78M ﹤0.01% 245
2018
Q2 		$3.53M Buy
110,172
+3,822
+4% +$126K 1.44% 16
2018
Q1 		$3.51M Buy
106,350
+378
+0.4% +$12.5K 1.82% 10
2017
Q4 		$3.32M Buy
105,972
+672
+0.6% +$20.5K 1.4% 15
2017
Q3 		$3.12M Buy
+105,300
New +$2.94M 1.37% 15
2014
Q3 		– Sell
-179,304
Closed -$3.22M – 253
2014
Q2 		$3.22M Buy
179,304
+104,946
+141% +$1.91M 2.14% 14
2014
Q1 		$1.35M Buy
74,358
+1,302
+2% +$23.3K 0.93% 22
2013
Q4 		$1.29M Buy
+73,056
New +$1.2M 0.87% 22

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Financial Management Professionals's ITA Position: Q3 2026 in Review

Financial Management Professionals sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2026, closing a stake of 6,747 shares — an estimated $545K sold.

Financial Management Professionals first reported a position in ITA in Q4 2013 and held it in 13 quarters. The position peaked at $3.53M in Q2 2018. 908 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Financial Management Professionals reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • Financial Management Professionals sold 6,747 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $545K.
  • Financial Management Professionals first reported a position in iShares US Aerospace & Defense ETF in Q4 2013 and held it in 13 quarters.
  • Financial Management Professionals's iShares US Aerospace & Defense ETF position peaked at $3.53M in Q2 2018.
  • 908 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.