FullCircle Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

FullCircle Wealth’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 Q3	$479K	Buy	+2,264	New	+$446K	0.17%	150

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FullCircle Wealth's ITA Position: Q3 2025 in Review

FullCircle Wealth opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2025: 2,264 shares worth $479K. The stake represents 0.17% of the portfolio and ranks #150 among its holdings.

880 funds tracked by Wall St. Rank hold ITA as of Q3 2025.

FullCircle Wealth held 2,264 shares of iShares US Aerospace & Defense ETF worth $479K as of Q3 2025.
iShares US Aerospace & Defense ETF was a new FullCircle Wealth position in Q3 2025.
iShares US Aerospace & Defense ETF made up 0.17% of FullCircle Wealth's portfolio in Q3 2025, its #150 holding.
880 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.