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

GGM Wealth Advisors’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
Q1 		$2.82M Buy
18,122
+13,723
+312% +$2.1M 1.57% 17
2024
Q4 		$639K Buy
+4,399
New +$663K 0.33% 62

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GGM Wealth Advisors's ITA Position: Q1 2025 in Review

GGM Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 312% in Q1 2025, buying an estimated $2.1M and bringing the position to 18,122 shares worth $2.82M. The position accounts for 1.57% of the portfolio, ranked #17.

GGM Wealth Advisors first reported a position in ITA in Q4 2024 and has held it in 2 quarters since. 698 funds tracked by Wall St. Rank hold ITA as of Q1 2025.

  • GGM Wealth Advisors held 18,122 shares of iShares US Aerospace & Defense ETF worth $2.82M as of Q1 2025.
  • GGM Wealth Advisors bought 13,723 iShares US Aerospace & Defense ETF shares in Q1 2025, an estimated $2.1M.
  • iShares US Aerospace & Defense ETF made up 1.57% of GGM Wealth Advisors's portfolio in Q1 2025, its #17 holding.
  • GGM Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 2 quarters since.
  • 698 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.