FineMark National Bank & Trust’s iShares US Aerospace & Defense ETF ITA Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$1.47M	Buy	6,852 +1,189	+21%	+$249K	0.05%	201
2025 Q3	$1.19M	Hold	5,663	–	–	0.04%	216
2025 Q2	$1.07M	Buy	5,663 +3	+0.1%	+$498	0.04%	217
2025 Q1	$867K	Buy	5,660 +1,039	+22%	+$159K	0.03%	229
2024 Q4	$672K	Buy	+4,621	New	+$696K	0.02%	256
2018 Q1	–	Sell	-2,122	Closed	-$200K	–	398
2017 Q4	$200K	Buy	+2,122	New	+$194K	0.01%	352

Other funds holding ITA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FineMark National Bank & Trust's ITA Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares US Aerospace & Defense ETF (ITA) stake by 21% in Q4 2025, buying an estimated $249K and bringing the position to 6,852 shares worth $1.47M. The position accounts for 0.05% of the portfolio, ranked #201.

FineMark National Bank & Trust first reported a position in ITA in Q4 2017 and has held it in 6 quarters since. 989 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

FineMark National Bank & Trust held 6,852 shares of iShares US Aerospace & Defense ETF worth $1.47M as of Q4 2025.
FineMark National Bank & Trust bought 1,189 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $249K.
iShares US Aerospace & Defense ETF made up 0.05% of FineMark National Bank & Trust's portfolio in Q4 2025, its #201 holding.
FineMark National Bank & Trust first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and has held it in 6 quarters since.
989 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.