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

Founders Financial Securities’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 		$14.2M Buy
61,102
+3,612
+6% +$845K 0.8% 24
2025
Q4 		$12.3M Buy
57,490
+5,862
+11% +$1.23M 0.73% 31
2025
Q3 		$10.8M Sell
51,628
-2,265
-4% -$446K 0.73% 33
2025
Q2 		$10.2M Buy
53,893
+635
+1% +$105K 0.77% 29
2025
Q1 		$8.29M Buy
53,258
+33,251
+166% +$5.08M 0.7% 35
2024
Q4 		$2.91M Buy
20,007
+12,108
+153% +$1.82M 0.26% 76
2024
Q3 		$1.18M Buy
7,899
+1,754
+29% +$247K 0.11% 164
2024
Q2 		$811K Buy
6,145
+4,264
+227% +$565K 0.08% 211
2024
Q1 		$248K Buy
+1,881
New +$236K 0.03% 343
2020
Q2 		– Sell
-4,816
Closed -$346K – 181
2020
Q1 		$346K Buy
+4,816
New +$493K 0.13% 84
2019
Q4 		– Sell
-4,708
Closed -$529K – 138
2019
Q3 		$529K Buy
4,708
+258
+6% +$28.2K 0.17% 90
2019
Q2 		$477K Buy
4,450
+608
+16% +$63K 0.16% 85
2019
Q1 		$394K Buy
3,842
+616
+19% +$60.2K 0.12% 90
2018
Q4 		$279K Buy
3,226
+148
+5% +$14.3K 0.1% 90
2018
Q3 		$333K Buy
3,078
+380
+14% +$39.1K 0.09% 89
2018
Q2 		$260K Buy
+2,698
New +$267K 0.08% 88
2018
Q1 		– Sell
-52,974
Closed -$4.98M – 106
2017
Q4 		$4.98M Buy
52,974
+1,554
+3% +$142K 1.66% 18
2017
Q3 		$4.58M Buy
+51,420
New +$4.31M 1.63% 19
2016
Q3 		– Sell
-59,514
Closed -$3.72M – 91
2016
Q2 		$3.72M Buy
+59,514
New +$3.64M 1.7% 18
2014
Q1 		– Sell
-54,104
Closed -$2.86M – 74
2013
Q4 		$2.86M Buy
+54,104
New +$2.67M 2.4% 8

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 Securities's ITA Position: Q1 2026 in Review

Founders Financial Securities increased its iShares US Aerospace & Defense ETF (ITA) stake by 6.3% in Q1 2026, buying an estimated $845K and bringing the position to 61,102 shares worth $14.2M. The position accounts for 0.8% of the portfolio, ranked #24.

Founders Financial Securities first reported a position in ITA in Q4 2013 and has held it in 20 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Founders Financial Securities held 61,102 shares of iShares US Aerospace & Defense ETF worth $14.2M as of Q1 2026.
  • Founders Financial Securities bought 3,612 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $845K.
  • iShares US Aerospace & Defense ETF made up 0.8% of Founders Financial Securities's portfolio in Q1 2026, its #24 holding.
  • Founders Financial Securities first reported a position in iShares US Aerospace & Defense ETF in Q4 2013 and has held it in 20 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.