First Foundation Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

First Foundation 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 Q2	$873K	Buy	3,602 +301	+9%	+$68.5K	0.03%	198
2026 Q1	$722K	Buy	3,301 +23	+0.7%	+$5.38K	0.03%	201
2025 Q4	$704K	Buy	3,278 +55	+2%	+$11.5K	0.03%	198
2025 Q3	$674K	Hold	3,223	–	–	0.02%	208
2025 Q2	$608K	Hold	3,223	–	–	0.02%	226
2025 Q1	$493K	Sell	3,223 -300	-9%	-$45.8K	0.02%	224
2024 Q4	$512K	Hold	3,523	–	–	0.02%	226
2024 Q3	$527K	Hold	3,523	–	–	0.02%	227
2024 Q2	$465K	Hold	3,523	–	–	0.02%	229
2024 Q1	$465K	Sell	3,523 -301	-8%	-$37.8K	0.02%	236
2023 Q4	$484K	Buy	3,824 +225	+6%	+$26K	0.02%	233
2023 Q3	$381K	Sell	3,599 -450	-11%	-$51.3K	0.02%	283
2023 Q2	$472K	Buy	+4,049	New	+$461K	0.02%	257

Other funds holding ITA

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

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

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

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Foundation Advisors's ITA Position: Q2 2026 in Review

First Foundation Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 9.1% in Q2 2026, buying an estimated $68.5K and bringing the position to 3,602 shares worth $873K. The position accounts for 0.03% of the portfolio, ranked #198.

First Foundation Advisors first reported a position in ITA in Q2 2023 and has held it in 13 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

First Foundation Advisors held 3,602 shares of iShares US Aerospace & Defense ETF worth $873K as of Q2 2026.
First Foundation Advisors bought 301 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $68.5K.
iShares US Aerospace & Defense ETF made up 0.03% of First Foundation Advisors's portfolio in Q2 2026, its #198 holding.
First Foundation Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and has held it in 13 quarters since.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.