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

IHT Wealth 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 		$1.75M Buy
7,988
+1,448
+22% +$339K 0.04% 413
2025
Q4 		$1.4M Sell
6,540
-408
-6% -$85.4K 0.03% 444
2025
Q3 		$1.45M Buy
6,948
+1,106
+19% +$218K 0.04% 420
2025
Q2 		$1.1M Sell
5,842
-380
-6% -$63.1K 0.03% 471
2025
Q1 		$953K Buy
6,222
+356
+6% +$54.4K 0.03% 492
2024
Q4 		$853K Buy
5,866
+2,446
+72% +$369K 0.03% 508
2024
Q3 		$513K Buy
3,420
+628
+22% +$88.6K 0.01% 715
2024
Q2 		$369K Buy
2,792
+16
+0.6% +$2.12K 0.01% 731
2024
Q1 		$366K Sell
2,776
-12
-0.4% -$1.5K 0.01% 728
2023
Q4 		$353K Buy
+2,788
New +$322K 0.02% 706
2021
Q4 		– Sell
-2,029
Closed -$212K – 830
2021
Q3 		$212K Sell
2,029
-15
-0.7% -$1.59K 0.02% 718
2021
Q2 		$224K Buy
2,044
+81
+4% +$8.72K 0.01% 823
2021
Q1 		$204K Sell
1,963
-160
-8% -$15.6K 0.01% 772
2020
Q4 		$201K Buy
+2,123
New +$187K 0.02% 688
2020
Q3 		– Sell
-2,560
Closed -$211K – 675
2020
Q2 		$211K Sell
2,560
-6,126
-71% -$483K 0.03% 510
2020
Q1 		$625K Buy
8,686
+604
+7% +$61.8K 0.09% 240
2019
Q4 		$897K Sell
8,082
-132
-2% -$14.8K 0.11% 220
2019
Q3 		$923K Sell
8,214
-4,660
-36% -$509K 0.13% 190
2019
Q2 		$1.38M Sell
12,874
-8,006
-38% -$829K 0.2% 120
2019
Q1 		$2.08M Buy
20,880
+3,386
+19% +$331K 0.35% 69
2018
Q4 		$1.51M Buy
17,494
+2,682
+18% +$258K 0.29% 94
2018
Q3 		$1.6M Sell
14,812
-36
-0.2% -$3.7K 0.35% 73
2018
Q2 		$1.43M Buy
14,848
+3,680
+33% +$365K 0.37% 68
2018
Q1 		$1.09M Buy
11,168
+754
+7% +$74.7K 0.29% 80
2017
Q4 		$1M Buy
10,414
+8,452
+431% +$773K 0.27% 96
2017
Q3 		$179K Buy
1,962
+896
+84% +$75.2K 0.08% 263
2017
Q2 		$62 Buy
1,066
+974
+1,059% +$75.2K 0.03% 459
2017
Q1 		$7K Buy
+92
New +$6.76K ﹤0.01% 908

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

IHT Wealth Management's ITA Position: Q1 2026 in Review

IHT Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 22% in Q1 2026, buying an estimated $339K and bringing the position to 7,988 shares worth $1.75M. The position accounts for 0.04% of the portfolio, ranked #413.

IHT Wealth Management first reported a position in ITA in Q1 2017 and has held it in 28 quarters since. The position peaked at $2.08M in Q1 2019. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • IHT Wealth Management held 7,988 shares of iShares US Aerospace & Defense ETF worth $1.75M as of Q1 2026.
  • IHT Wealth Management bought 1,448 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $339K.
  • iShares US Aerospace & Defense ETF made up 0.04% of IHT Wealth Management's portfolio in Q1 2026, its #413 holding.
  • IHT Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2017 and has held it in 28 quarters since.
  • IHT Wealth Management's iShares US Aerospace & Defense ETF position peaked at $2.08M in Q1 2019.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

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