KWM
ITA icon

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

Kiker 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 		$20.1K Buy
+92
New +$21.5K 0.01% 114
2025
Q4 		– Sell
-92
Closed -$19.3K – 96
2025
Q3 		$19.3K Hold
92
– – 0.01% 152
2025
Q2 		$17.4K Hold
92
– – 0.01% 305
2025
Q1 		$14.1K Hold
92
– – 0.01% 344
2024
Q4 		$13.4K Buy
+92
New +$13.9K 0.01% 117

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

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

Kiker Wealth Management opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q1 2026: 92 shares worth $20.1K. The stake represents 0.01% of the portfolio and ranks #114 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in ITA as recently as Q3 2025.

Kiker Wealth Management first reported a position in ITA in Q4 2024 and has held it in 5 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Kiker Wealth Management held 92 shares of iShares US Aerospace & Defense ETF worth $20.1K as of Q1 2026.
  • iShares US Aerospace & Defense ETF was a new Kiker Wealth Management position in Q1 2026.
  • iShares US Aerospace & Defense ETF made up 0.01% of Kiker Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Kiker Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Kiker Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.