Lindbrook Capital’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-700	Closed	-$102K	–	2864
2024 Q4	$102K	Sell	700 -100	-13%	-$15.1K	0.01%	555
2024 Q3	$120K	Buy	800 +600	+300%	+$84.6K	0.01%	512
2024 Q2	$26.4K	Hold	200	–	–	﹤0.01%	1087
2024 Q1	$26.4K	Hold	200	–	–	﹤0.01%	1075
2023 Q4	$25.3K	Buy	200 +100	+100%	+$11.5K	﹤0.01%	1056
2023 Q3	$10.6K	Hold	100	–	–	﹤0.01%	1384
2023 Q2	$11.7K	Hold	100	–	–	﹤0.01%	1371
2023 Q1	$11.5K	Hold	100	–	–	﹤0.01%	1360
2022 Q4	$11.2K	Hold	100	–	–	﹤0.01%	1384
2022 Q3	$9K	Buy	+100	New	+$10.1K	﹤0.01%	1373

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lindbrook Capital's ITA Position: Q1 2025 in Review

Lindbrook Capital sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2025, closing a stake of 700 shares — an estimated $102K sold.

Lindbrook Capital first reported a position in ITA in Q3 2022 and held it in 10 quarters. The position peaked at $120K in Q3 2024. 698 funds tracked by Wall St. Rank hold ITA as of Q1 2025.

Lindbrook Capital reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 700 iShares US Aerospace & Defense ETF shares in Q1 2025, an estimated $102K.
Lindbrook Capital first reported a position in iShares US Aerospace & Defense ETF in Q3 2022 and held it in 10 quarters.
Lindbrook Capital's iShares US Aerospace & Defense ETF position peaked at $120K in Q3 2024.
698 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.