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

Jupiter 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	$2.76M	Hold	12,249	–	–	1.09%	23
2025 Q4	$2.85M	Hold	12,249	–	–	1.27%	20
2025 Q3	$2.56M	Buy	12,249 +500	+4%	+$98.5K	1.21%	20
2025 Q2	$2.31M	Buy	11,749 +200	+2%	+$33.2K	1.17%	21
2025 Q1	$2M	Sell	11,549 -1,291	-10%	-$197K	1.21%	22
2024 Q4	$1.87M	Hold	12,840	–	–	0.94%	29
2024 Q3	$1.92M	Buy	12,840 +1,200	+10%	+$169K	0.98%	30
2024 Q2	$1.67M	Buy	11,640 +140	+1%	+$18.6K	0.88%	34
2024 Q1	$1.54M	Buy	11,500 +800	+7%	+$100K	0.82%	33
2023 Q4	$1.35M	Hold	10,700	–	–	0.8%	30
2023 Q3	$1.22M	Buy	+10,700	New	+$1.22M	0.79%	32
2020 Q1	–	Sell	-4,400	Closed	-$507K	–	81
2019 Q4	$507K	Buy	+4,400	New	+$494K	0.25%	56

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

Jupiter Wealth Management's ITA Position: Q1 2026 in Review

Jupiter Wealth Management held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 12,249 shares worth $2.76M. The position accounts for 1.09% of the portfolio, ranked #23.

Jupiter Wealth Management first reported a position in ITA in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.85M in Q4 2025. 1,023 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Jupiter Wealth Management held 12,249 shares of iShares US Aerospace & Defense ETF worth $2.76M as of Q1 2026.
Jupiter Wealth Management left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
iShares US Aerospace & Defense ETF made up 1.09% of Jupiter Wealth Management's portfolio in Q1 2026, its #23 holding.
Jupiter Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 12 quarters since.
Jupiter Wealth Management's iShares US Aerospace & Defense ETF position peaked at $2.85M in Q4 2025.
1,023 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

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