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Founders Financial Alliance’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Founders Financial Alliance’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 		$495K Buy
2,262
+633
+39% +$148K 0.09% 209
2025
Q4 		$350K Buy
1,629
+415
+34% +$86.9K 0.07% 253
2025
Q3 		$254K Buy
1,214
+891
+276% +$175K 0.05% 322
2025
Q2 		$60.9K Hold
323
– – 0.01% 376
2025
Q1 		$49.4K Buy
323
+1
+0.3% +$153 0.01% 443
2024
Q4 		$46.8K Buy
322
+1
+0.3% +$151 0.01% 386
2024
Q3 		$48K Hold
321
– – 0.01% 392
2024
Q2 		$42.3K Buy
321
+1
+0.3% +$133 0.01% 386
2024
Q1 		$42.2K Buy
320
+1
+0.3% +$125 0.01% 393
2023
Q4 		$40.4K Buy
319
+2
+0.6% +$231 0.02% 356
2023
Q3 		$33.6K Hold
317
– – 0.01% 344
2023
Q2 		$37K Hold
317
– – 0.01% 366
2023
Q1 		$36.5K Sell
317
-109
-26% -$12.4K 0.02% 329
2022
Q4 		$47.7K Buy
426
+2
+0.5% +$213 0.02% 328
2022
Q3 		$39K Hold
424
– – 0.02% 340
2022
Q2 		$42K Buy
424
+1
+0.2% +$103 0.02% 352
2022
Q1 		$47K Hold
423
– – 0.02% 328
2021
Q4 		$43K Buy
423
+1
+0.2% +$104 0.02% 362
2021
Q3 		$44K Sell
422
-1,507
-78% -$160K 0.02% 337
2021
Q2 		$211K Buy
1,929
+2
+0.1% +$215 0.1% 223
2021
Q1 		$198K Sell
1,927
-91
-5% -$8.88K 0.1% 220
2020
Q4 		$191K Sell
2,018
-24
-1% -$2.11K 0.11% 194
2020
Q3 		$162K Buy
+2,042
New +$167K 0.1% 186

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

Founders Financial Alliance's ITA Position: Q1 2026 in Review

Founders Financial Alliance increased its iShares US Aerospace & Defense ETF (ITA) stake by 39% in Q1 2026, buying an estimated $148K and bringing the position to 2,262 shares worth $495K. The position accounts for 0.09% of the portfolio, ranked #209.

Founders Financial Alliance first reported a position in ITA in Q3 2020 and has held it in 23 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Founders Financial Alliance held 2,262 shares of iShares US Aerospace & Defense ETF worth $495K as of Q1 2026.
  • Founders Financial Alliance bought 633 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $148K.
  • iShares US Aerospace & Defense ETF made up 0.09% of Founders Financial Alliance's portfolio in Q1 2026, its #209 holding.
  • Founders Financial Alliance first reported a position in iShares US Aerospace & Defense ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.