Fortitude Advisory Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Fortitude Advisory Group’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	–	Sell	-1,834	Closed	-$394K	–	234
2025 Q4	$394K	Buy	1,834 +250	+16%	+$52.3K	0.17%	105
2025 Q3	$331K	Sell	1,584 -321	-17%	-$63.2K	0.18%	126
2025 Q2	$359K	Hold	1,905	–	–	0.21%	110
2025 Q1	$285K	Hold	1,905	–	–	0.2%	116
2024 Q4	$277K	Buy	+1,905	New	+$287K	0.17%	132
2022 Q2	–	Sell	-1,434	Closed	-$159K	–	721
2022 Q1	$159K	Sell	1,434 -26	-2%	-$2.77K	0.08%	241
2021 Q4	$150K	Buy	+1,460	New	+$152K	0.08%	260

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

Fortitude Advisory Group's ITA Position: Q1 2026 in Review

Fortitude Advisory Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2026, closing a stake of 1,834 shares — an estimated $394K sold.

Fortitude Advisory Group first reported a position in ITA in Q4 2021 and held it in 7 quarters. The position peaked at $394K in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Fortitude Advisory Group reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
Fortitude Advisory Group sold 1,834 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $394K.
Fortitude Advisory Group first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and held it in 7 quarters.
Fortitude Advisory Group's iShares US Aerospace & Defense ETF position peaked at $394K in Q4 2025.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Fortitude Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.