Koesten Hirschmann & Crabtree’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Koesten Hirschmann & Crabtree’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
2025 Q4	–	Sell	-92	Closed	-$19.2K	–	132
2025 Q3	$19.2K	Buy	92 +1	+1%	+$197	0.01%	120
2025 Q2	$17.2K	Hold	91	–	–	0.01%	122
2025 Q1	$14K	Hold	91	–	–	0.01%	120
2024 Q4	$13.2K	Hold	91	–	–	0.01%	121
2024 Q3	$13.6K	Buy	91 +1	+1%	+$141	0.01%	113
2024 Q2	$11.9K	Hold	90	–	–	0.01%	126
2024 Q1	$11.9K	Hold	90	–	–	0.01%	126
2023 Q4	$11.4K	Buy	+90	New	+$10.4K	0.01%	114

Other funds holding ITA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Koesten Hirschmann & Crabtree's ITA Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2025, closing a stake of 92 shares — an estimated $19.2K sold.

Koesten Hirschmann & Crabtree first reported a position in ITA in Q4 2023 and held it in 8 quarters. The position peaked at $19.2K in Q3 2025. 986 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

Koesten Hirschmann & Crabtree reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 92 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $19.2K.
Koesten Hirschmann & Crabtree first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and held it in 8 quarters.
Koesten Hirschmann & Crabtree's iShares US Aerospace & Defense ETF position peaked at $19.2K in Q3 2025.
986 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.