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

Insight 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 		$209K Sell
953
-1,223
-56% -$286K 0.04% 226
2025
Q4 		$467K Sell
2,176
-183
-8% -$38.3K 0.07% 165
2025
Q3 		$494K Buy
2,359
+3
+0.1% +$591 0.08% 160
2025
Q2 		$444K Buy
2,356
+2
+0.1% +$332 0.07% 169
2025
Q1 		$361K Sell
2,354
-49
-2% -$7.48K 0.06% 189
2024
Q4 		$350K Buy
2,403
+45
+2% +$6.78K 0.06% 200
2024
Q3 		$353K Buy
2,358
+2
+0.1% +$282 0.06% 205
2024
Q2 		$311K Sell
2,356
-198
-8% -$26.3K 0.06% 222
2024
Q1 		$337K Sell
2,554
-143
-5% -$17.9K 0.06% 217
2023
Q4 		$341K Sell
2,697
-347
-11% -$40.1K 0.07% 195
2023
Q3 		$323K Hold
3,044
– – 0.07% 196
2023
Q2 		$355K Buy
+3,044
New +$346K 0.08% 185

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

Insight Advisors's ITA Position: Q1 2026 in Review

Insight Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 56% in Q1 2026, selling an estimated $286K and leaving 953 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #226.

Insight Advisors first reported a position in ITA in Q2 2023 and has held it in 12 quarters since. The position peaked at $494K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Insight Advisors held 953 shares of iShares US Aerospace & Defense ETF worth $209K as of Q1 2026.
  • Insight Advisors sold 1,223 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $286K.
  • iShares US Aerospace & Defense ETF made up 0.04% of Insight Advisors's portfolio in Q1 2026, its #226 holding.
  • Insight Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and has held it in 12 quarters since.
  • Insight Advisors's iShares US Aerospace & Defense ETF position peaked at $494K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

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