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Foundations Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Foundations Investment 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 		$2.84M Sell
12,975
-162,847
-93% -$38.1M 0.04% 308
2025
Q4 		$37.7M Buy
175,822
+8,904
+5% +$1.86M 0.49% 56
2025
Q3 		$34.9M Buy
+166,918
New +$32.9M 0.51% 52
2024
Q3 		– Sell
-6,970
Closed -$920K – 837
2024
Q2 		$920K Buy
+6,970
New +$924K 0.02% 348
2024
Q1 		– Sell
-2,888
Closed -$357K – 728
2023
Q4 		$357K Sell
2,888
-344
-11% -$39.7K 0.01% 512
2023
Q3 		$343K Buy
+3,232
New +$369K 0.01% 484

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Foundations Investment Advisors's ITA Position: Q1 2026 in Review

Foundations Investment Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 93% in Q1 2026, selling an estimated $38.1M and leaving 12,975 shares worth $2.84M. The position accounts for 0.04% of the portfolio, ranked #308.

Foundations Investment Advisors first reported a position in ITA in Q3 2023 and has held it in 6 quarters since. The position peaked at $37.7M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Foundations Investment Advisors held 12,975 shares of iShares US Aerospace & Defense ETF worth $2.84M as of Q1 2026.
  • Foundations Investment Advisors sold 162,847 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $38.1M.
  • iShares US Aerospace & Defense ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q1 2026, its #308 holding.
  • Foundations Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 6 quarters since.
  • Foundations Investment Advisors's iShares US Aerospace & Defense ETF position peaked at $37.7M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.