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

Liberty 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	–	Sell	-1,291	Closed	-$277K	–	274
2025 Q4	$277K	Hold	1,291	–	–	0.04%	204
2025 Q3	$270K	Buy	+1,291	New	+$254K	0.04%	194
2021 Q4	–	Sell	-210	Closed	-$22K	–	630
2021 Q3	$22K	Hold	210	–	–	0.01%	618
2021 Q2	$23K	Hold	210	–	–	0.01%	479
2021 Q1	$19K	Hold	210	–	–	0.01%	470
2020 Q4	$19K	Sell	210 -48	-19%	-$4.22K	0.01%	467
2020 Q3	$20K	Buy	258 +48	+23%	+$3.93K	0.01%	401
2020 Q2	$17K	Hold	210	–	–	0.01%	404
2020 Q1	$15K	Hold	210	–	–	0.01%	404
2019 Q4	$23K	Hold	210	–	–	0.02%	393
2019 Q3	$24K	Hold	210	–	–	0.02%	370
2019 Q2	$22K	Hold	210	–	–	0.02%	393
2019 Q1	$20K	Hold	210	–	–	0.02%	345
2018 Q4	$18K	Buy	+210	New	+$20.2K	0.01%	341

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

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

Liberty Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2026, closing a stake of 1,291 shares — an estimated $277K sold.

Liberty Wealth Management first reported a position in ITA in Q4 2018 and held it in 14 quarters. The position peaked at $277K in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Liberty Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
Liberty Wealth Management sold 1,291 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $277K.
Liberty Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and held it in 14 quarters.
Liberty Wealth Management's iShares US Aerospace & Defense ETF position peaked at $277K in Q4 2025.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.