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

Friedenthal Financial’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
2025 Q4	–	Sell	-724	Closed	-$152K	–	285
2025 Q3	$152K	Buy	724 +38	+6%	+$7.49K	0.08%	117
2025 Q2	$129K	Buy	+686	New	+$114K	0.07%	117
2024 Q1	–	Sell	-952	Closed	-$121K	–	257
2023 Q4	$121K	Buy	+952	New	+$110K	0.08%	114
2022 Q2	–	Sell	-58,292	Closed	-$6.46M	–	72
2022 Q1	$6.46M	Buy	+58,292	New	+$6.2M	3.82%	7
2020 Q1	–	Sell	-39,000	Closed	-$4.33M	–	47
2019 Q4	$4.33M	Buy	+39,000	New	+$4.38M	3.3%	10
2018 Q3	–	Sell	-35,950	Closed	-$3.46M	–	65
2018 Q2	$3.46M	Buy	+35,950	New	+$3.56M	2.98%	16

Other funds holding ITA

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

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

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Friedenthal Financial's ITA Position: Q4 2025 in Review

Friedenthal Financial sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2025, closing a stake of 724 shares — an estimated $152K sold.

Friedenthal Financial first reported a position in ITA in Q2 2018 and held it in 6 quarters. The position peaked at $6.46M in Q1 2022. 986 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

Friedenthal Financial reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
Friedenthal Financial sold 724 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $152K.
Friedenthal Financial first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and held it in 6 quarters.
Friedenthal Financial's iShares US Aerospace & Defense ETF position peaked at $6.46M in Q1 2022.
986 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on Friedenthal Financial's 13F filing for Q4 2025, filed 27 Jan 2026.