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Kingswood Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Kingswood Wealth Advisors’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 		$1.35M Sell
6,188
-1,044
-14% -$244K 0.06% 307
2025
Q4 		$1.55M Buy
7,232
+770
+12% +$161K 0.08% 260
2025
Q3 		$1.35M Buy
6,462
+1,300
+25% +$256K 0.08% 254
2025
Q2 		$974K Buy
5,162
+1,210
+31% +$201K 0.08% 266
2025
Q1 		$605K Sell
3,952
-2,854
-42% -$436K 0.06% 350
2024
Q4 		$989K Buy
6,806
+2,923
+75% +$440K 0.07% 272
2024
Q3 		$581K Sell
3,883
-198
-5% -$27.9K 0.04% 421
2024
Q2 		$539K Buy
4,081
+1,442
+55% +$191K 0.05% 366
2024
Q1 		$348K Buy
2,639
+734
+39% +$92.1K 0.04% 438
2023
Q4 		$241K Sell
1,905
-225
-11% -$26K 0.03% 531
2023
Q3 		$226K Buy
+2,130
New +$243K 0.04% 367

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

Kingswood Wealth Advisors's ITA Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 14% in Q1 2026, selling an estimated $244K and leaving 6,188 shares worth $1.35M. The position accounts for 0.06% of the portfolio, ranked #307.

Kingswood Wealth Advisors first reported a position in ITA in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Kingswood Wealth Advisors held 6,188 shares of iShares US Aerospace & Defense ETF worth $1.35M as of Q1 2026.
  • Kingswood Wealth Advisors sold 1,044 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $244K.
  • iShares US Aerospace & Defense ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #307 holding.
  • Kingswood Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $1.55M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.