Guerra Pan Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Guerra Pan 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
2026 Q1	$259K	Hold	1,184	–	–	0.16%	97
2025 Q4	$254K	Hold	1,184	–	–	0.15%	96
2025 Q3	$248K	Hold	1,184	–	–	0.15%	101
2025 Q2	$223K	Buy	+1,184	New	+$197K	0.15%	101

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

Guerra Pan Advisors's ITA Position: Q1 2026 in Review

Guerra Pan Advisors held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 1,184 shares worth $259K. The position accounts for 0.16% of the portfolio, ranked #97.

Guerra Pan Advisors first reported a position in ITA in Q2 2025 and has held it in 4 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Guerra Pan Advisors held 1,184 shares of iShares US Aerospace & Defense ETF worth $259K as of Q1 2026.
Guerra Pan Advisors left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
iShares US Aerospace & Defense ETF made up 0.16% of Guerra Pan Advisors's portfolio in Q1 2026, its #97 holding.
Guerra Pan Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.