Leigh Baldwin & Co’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Leigh Baldwin & Co’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	$653K	Sell	2,983 -1,883	-39%	-$441K	0.42%	55
2025 Q4	$1.04M	Sell	4,866 -3,693	-43%	-$773K	0.69%	35
2025 Q3	$1.79M	Buy	8,559 +344	+4%	+$67.8K	1.01%	22
2025 Q2	$1.55M	Buy	8,215 +45	+0.6%	+$7.47K	1.02%	21
2025 Q1	$1.25M	Sell	8,170 -908	-10%	-$139K	1.01%	25
2024 Q4	$1.32M	Buy	+9,078	New	+$1.37M	1.11%	21

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

Leigh Baldwin & Co's ITA Position: Q1 2026 in Review

Leigh Baldwin & Co reduced its iShares US Aerospace & Defense ETF (ITA) stake by 39% in Q1 2026, selling an estimated $441K and leaving 2,983 shares worth $653K. The position accounts for 0.42% of the portfolio, ranked #55.

Leigh Baldwin & Co first reported a position in ITA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q3 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Leigh Baldwin & Co held 2,983 shares of iShares US Aerospace & Defense ETF worth $653K as of Q1 2026.
Leigh Baldwin & Co sold 1,883 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $441K.
iShares US Aerospace & Defense ETF made up 0.42% of Leigh Baldwin & Co's portfolio in Q1 2026, its #55 holding.
Leigh Baldwin & Co first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 6 quarters since.
Leigh Baldwin & Co's iShares US Aerospace & Defense ETF position peaked at $1.79M in Q3 2025.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.