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

Institute for 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	$289K	Buy	1,322 +137	+12%	+$32K	0.03%	433
2025 Q4	$254K	Hold	1,185	–	–	0.03%	475
2025 Q3	$248K	Sell	1,185 -1	-0.1%	-$197	0.03%	503
2025 Q2	$224K	Buy	+1,186	New	+$197K	0.02%	512
2020 Q1	–	Sell	-1,244	Closed	-$138K	–	531
2019 Q4	$138K	Buy	+1,244	New	+$140K	0.03%	450

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

Institute for Wealth Management's ITA Position: Q1 2026 in Review

Institute for Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 12% in Q1 2026, buying an estimated $32K and bringing the position to 1,322 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #433.

Institute for Wealth Management first reported a position in ITA in Q4 2019 and has held it in 5 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Institute for Wealth Management held 1,322 shares of iShares US Aerospace & Defense ETF worth $289K as of Q1 2026.
Institute for Wealth Management bought 137 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $32K.
iShares US Aerospace & Defense ETF made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #433 holding.
Institute for Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 5 quarters since.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.