Florida Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Florida Financial 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 Q1	$399K	Sell	1,825 -2,101	-54%	-$492K	0.1%	196
2025 Q4	$843K	Sell	3,926 -286	-7%	-$59.9K	0.23%	108
2025 Q3	$882K	Buy	4,212 +252	+6%	+$49.6K	0.27%	99
2025 Q2	$747K	Buy	3,960 +1,550	+64%	+$257K	0.25%	98
2025 Q1	$369K	Buy	2,410 +51	+2%	+$7.79K	0.15%	144
2024 Q4	$343K	Buy	2,359 +279	+13%	+$42K	0.15%	135
2024 Q3	$311K	Sell	2,080 -236	-10%	-$33.3K	0.16%	120
2024 Q2	$306K	Buy	2,316 +631	+37%	+$83.7K	0.18%	93
2024 Q1	$222K	Buy	+1,685	New	+$211K	0.16%	113

Other funds holding ITA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Florida Financial Advisors's ITA Position: Q1 2026 in Review

Florida Financial Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 54% in Q1 2026, selling an estimated $492K and leaving 1,825 shares worth $399K. The position accounts for 0.1% of the portfolio, ranked #196.

Florida Financial Advisors first reported a position in ITA in Q1 2024 and has held it in 9 quarters since. The position peaked at $882K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Florida Financial Advisors held 1,825 shares of iShares US Aerospace & Defense ETF worth $399K as of Q1 2026.
Florida Financial Advisors sold 2,101 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $492K.
iShares US Aerospace & Defense ETF made up 0.1% of Florida Financial Advisors's portfolio in Q1 2026, its #196 holding.
Florida Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2024 and has held it in 9 quarters since.
Florida Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $882K in Q3 2025.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.