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

Gateway Wealth Partners’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 		$759K Sell
3,470
-3,950
-53% -$924K 0.03% 441
2025
Q4 		$1.59M Buy
7,420
+840
+13% +$176K 0.18% 135
2025
Q3 		$1.38M Buy
+6,580
New +$1.3M 0.19% 124

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

Gateway Wealth Partners's ITA Position: Q1 2026 in Review

Gateway Wealth Partners reduced its iShares US Aerospace & Defense ETF (ITA) stake by 53% in Q1 2026, selling an estimated $924K and leaving 3,470 shares worth $759K. The position accounts for 0.03% of the portfolio, ranked #441.

Gateway Wealth Partners first reported a position in ITA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Gateway Wealth Partners held 3,470 shares of iShares US Aerospace & Defense ETF worth $759K as of Q1 2026.
  • Gateway Wealth Partners sold 3,950 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $924K.
  • iShares US Aerospace & Defense ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q1 2026, its #441 holding.
  • Gateway Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $1.59M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.