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J. Goldman & Co’s iShares US Aerospace & Defense ETF ITA Stock Holding History

J. Goldman & Co’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 		– Sell
-7,204
Closed -$1.55M – 771
2025
Q4 		$1.55M Sell
7,204
-31,850
-82% -$6.67M 0.04% 346
2025
Q3 		$8.17M Buy
+39,054
New +$7.69M 0.21% 140
2025
Q2 		– Sell
-11,420
Closed -$1.75M – 545
2025
Q1 		$1.75M Buy
+11,420
New +$1.74M 0.04% 312
2021
Q1 		– Sell
-3,242
Closed -$307K – 481
2020
Q4 		$307K Sell
3,242
-1,650
-34% -$145K 0.02% 309
2020
Q3 		$387K Buy
+4,892
New +$401K 0.03% 263
2020
Q2 		– Sell
-3,284
Closed -$236K – 302
2020
Q1 		$236K Buy
+3,284
New +$336K 0.03% 207

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

J. Goldman & Co's ITA Position: Q1 2026 in Review

J. Goldman & Co sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2026, closing a stake of 7,204 shares — an estimated $1.55M sold.

J. Goldman & Co first reported a position in ITA in Q1 2020 and held it in 6 quarters. The position peaked at $8.17M in Q3 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • J. Goldman & Co reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • J. Goldman & Co sold 7,204 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $1.55M.
  • J. Goldman & Co first reported a position in iShares US Aerospace & Defense ETF in Q1 2020 and held it in 6 quarters.
  • J. Goldman & Co's iShares US Aerospace & Defense ETF position peaked at $8.17M in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.