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LGT Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

LGT Financial 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
2025
Q4 		– Sell
-106
Closed -$22.2K – 311
2025
Q3 		$22.2K Buy
+106
New +$20.9K 0.05% 175

Other funds holding ITA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LGT Financial Advisors's ITA Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2025, closing a stake of 106 shares — an estimated $22.2K sold.

LGT Financial Advisors first reported a position in ITA in Q3 2025 and held it in 1 quarter. The position peaked at $22.2K in Q3 2025. 986 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

  • LGT Financial Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 106 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $22.2K.
  • LGT Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and held it in 1 quarter.
  • LGT Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $22.2K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.