Fulcrum Equity Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Fulcrum Equity Management’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	-1,433	Closed	-$308K	–	140
2025 Q4	$308K	Sell	1,433 -3,120	-69%	-$653K	0.29%	85
2025 Q3	$953K	Buy	+4,553	New	+$897K	0.97%	22
2023 Q2	–	Sell	-21,634	Closed	-$2.49M	–	99
2023 Q1	$2.49M	Sell	21,634 -1,922	-8%	-$219K	2.34%	14
2022 Q4	$2.63M	Buy	+23,556	New	+$2.51M	2.16%	20

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

Fulcrum Equity Management's ITA Position: Q1 2026 in Review

Fulcrum Equity Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2026, closing a stake of 1,433 shares — an estimated $308K sold.

Fulcrum Equity Management first reported a position in ITA in Q4 2022 and held it in 4 quarters. The position peaked at $2.63M in Q4 2022. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Fulcrum Equity Management reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
Fulcrum Equity Management sold 1,433 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $308K.
Fulcrum Equity Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and held it in 4 quarters.
Fulcrum Equity Management's iShares US Aerospace & Defense ETF position peaked at $2.63M in Q4 2022.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Fulcrum Equity Management's 13F filing for Q1 2026, filed 2 Apr 2026.