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Jaffetilchin Investment Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Jaffetilchin Investment Partners’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 		$410K Buy
1,875
+685
+58% +$160K 0.02% 299
2025
Q4 		$256K Sell
1,190
-21
-2% -$4.4K 0.01% 394
2025
Q3 		$253K Buy
1,211
+99
+9% +$19.5K 0.02% 389
2025
Q2 		$210K Buy
+1,112
New +$185K 0.01% 407
2024
Q4 		– Sell
-1,057
Closed -$158K – 821
2024
Q3 		$158K Buy
+1,057
New +$149K 0.01% 388

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 $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jaffetilchin Investment Partners's ITA Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares US Aerospace & Defense ETF (ITA) stake by 58% in Q1 2026, buying an estimated $160K and bringing the position to 1,875 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #299.

Jaffetilchin Investment Partners first reported a position in ITA in Q3 2024 and has held it in 5 quarters since. 1,023 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Jaffetilchin Investment Partners held 1,875 shares of iShares US Aerospace & Defense ETF worth $410K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 685 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $160K.
  • iShares US Aerospace & Defense ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #299 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,023 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.