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Independent Advisor Alliance’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Independent Advisor Alliance’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 		$4.55M Buy
20,810
+15,612
+300% +$3.65M 0.05% 330
2025
Q4 		$1.12M Buy
5,198
+120
+2% +$25.1K 0.03% 444
2025
Q3 		$1.06M Sell
5,078
-2,540
-33% -$500K 0.03% 433
2025
Q2 		$1.44M Buy
+7,618
New +$1.26M 0.04% 342
2025
Q1 		– Sell
-8,890
Closed -$1.29M – 1094
2024
Q4 		$1.29M Buy
+8,890
New +$1.34M 0.02% 641
2021
Q3 		– Sell
-3,216
Closed -$352K – 654
2021
Q2 		$352K Hold
3,216
– – 0.02% 473
2021
Q1 		$335K Buy
+3,216
New +$314K 0.02% 465
2020
Q1 		– Sell
-27,354
Closed -$3.04M – 630
2019
Q4 		$3.04M Buy
27,354
+25,500
+1,375% +$2.86M 0.13% 172
2019
Q3 		$210K Buy
+1,854
New +$203K 0.03% 412
2017
Q2 		– Sell
-8,150
Closed -$601K – 314
2017
Q1 		$601K Buy
+8,150
New +$599K 0.1% 214

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

Independent Advisor Alliance's ITA Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares US Aerospace & Defense ETF (ITA) stake by 300% in Q1 2026, buying an estimated $3.65M and bringing the position to 20,810 shares worth $4.55M. The position accounts for 0.05% of the portfolio, ranked #330.

Independent Advisor Alliance first reported a position in ITA in Q1 2017 and has held it in 10 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Independent Advisor Alliance held 20,810 shares of iShares US Aerospace & Defense ETF worth $4.55M as of Q1 2026.
  • Independent Advisor Alliance bought 15,612 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $3.65M.
  • iShares US Aerospace & Defense ETF made up 0.05% of Independent Advisor Alliance's portfolio in Q1 2026, its #330 holding.
  • Independent Advisor Alliance first reported a position in iShares US Aerospace & Defense ETF in Q1 2017 and has held it in 10 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.