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

IPG Investment 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 		$323K Buy
1,476
+400
+37% +$93.6K 0.06% 165
2025
Q4 		$231K Sell
1,076
-52
-5% -$10.9K 0.04% 193
2025
Q3 		$236K Buy
1,128
+27
+2% +$5.32K 0.04% 190
2025
Q2 		$208K Buy
+1,101
New +$183K 0.04% 162
2025
Q1 		– Sell
-1,494
Closed -$217K – 182
2024
Q4 		$217K Buy
1,494
+84
+6% +$12.7K 0.05% 155
2024
Q3 		$211K Buy
+1,410
New +$199K 0.05% 157
2020
Q2 		– Sell
-3,970
Closed -$286K – 143
2020
Q1 		$286K Buy
3,970
+2,070
+109% +$212K 0.12% 91
2019
Q4 		$211K Hold
1,900
– – 0.07% 121
2019
Q3 		$213K Hold
1,900
– – 0.07% 116
2019
Q2 		$204K Sell
1,900
-150
-7% -$15.5K 0.07% 132
2019
Q1 		$205K Buy
+2,050
New +$200K 0.07% 137
2017
Q1 		– Sell
-5,400
Closed -$379K – 140
2016
Q4 		$379K Buy
+5,400
New +$368K 0.15% 80

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

IPG Investment Advisors's ITA Position: Q1 2026 in Review

IPG Investment Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 37% in Q1 2026, buying an estimated $93.6K and bringing the position to 1,476 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #165.

IPG Investment Advisors first reported a position in ITA in Q4 2016 and has held it in 12 quarters since. The position peaked at $379K in Q4 2016. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • IPG Investment Advisors held 1,476 shares of iShares US Aerospace & Defense ETF worth $323K as of Q1 2026.
  • IPG Investment Advisors bought 400 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $93.6K.
  • iShares US Aerospace & Defense ETF made up 0.06% of IPG Investment Advisors's portfolio in Q1 2026, its #165 holding.
  • IPG Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2016 and has held it in 12 quarters since.
  • IPG Investment Advisors's iShares US Aerospace & Defense ETF position peaked at $379K in Q4 2016.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

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