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Kestra Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Kestra Investment 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 		– Sell
-1,132
Closed -$243K – 478
2025
Q4 		$243K Sell
1,132
-224
-17% -$46.9K 0.01% 387
2025
Q3 		$284K Buy
1,356
+28
+2% +$5.51K 0.01% 362
2025
Q2 		$250K Buy
+1,328
New +$220K ﹤0.01% 454
2025
Q1 		– Sell
-128
Closed -$18.6K – 1186
2024
Q4 		$18.6K Buy
+128
New +$19.3K ﹤0.01% 736

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

Kestra Investment Management's ITA Position: Q1 2026 in Review

Kestra Investment Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2026, closing a stake of 1,132 shares — an estimated $243K sold.

Kestra Investment Management first reported a position in ITA in Q4 2024 and held it in 4 quarters. The position peaked at $284K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Kestra Investment Management reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 1,132 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $243K.
  • Kestra Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and held it in 4 quarters.
  • Kestra Investment Management's iShares US Aerospace & Defense ETF position peaked at $284K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.