James T. Borello’s iShares US Aerospace & Defense ETF ITA Stock Holding History

James T. Borello’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 Q3	$43.3K	Hold	627	–	–	0.01%	263
2026 Q2	$50.7K	Hold	627	–	–	0.01%	237
2026 Q1	$45.7K	Hold	627	–	–	0.01%	233
2025 Q4	$44.9K	Hold	627	–	–	0.01%	188
2025 Q3	$43.7K	Buy	627 +435	+227%	+$28.6K	0.01%	169
2025 Q2	$12.1K	Hold	192	–	–	﹤0.01%	203
2025 Q1	$9.8K	Hold	192	–	–	﹤0.01%	171
2024 Q4	$9.3K	Hold	192	–	–	﹤0.01%	145
2024 Q3	$9.6K	Buy	192 +129	+205%	+$6.06K	﹤0.01%	133
2024 Q2	$2.77K	Hold	63	–	–	﹤0.01%	148
2024 Q1	$2.77K	Hold	63	–	–	﹤0.01%	146
2023 Q4	$2.66K	Buy	+63	New	+$2.42K	﹤0.01%	126

Other funds holding ITA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

James T. Borello's ITA Position: Q3 2026 in Review

James T. Borello held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2026 at 627 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #263.

James T. Borello first reported a position in ITA in Q4 2023 and has held it in 12 quarters since. The position peaked at $50.7K in Q2 2026. 608 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

James T. Borello held 627 shares of iShares US Aerospace & Defense ETF worth $43.3K as of Q3 2026.
James T. Borello left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2026.
iShares US Aerospace & Defense ETF made up 0.01% of James T. Borello's portfolio in Q3 2026, its #263 holding.
James T. Borello first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello's iShares US Aerospace & Defense ETF position peaked at $50.7K in Q2 2026.
608 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.