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Littlejohn Financial Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Littlejohn Financial Services’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
Q2 		$5.93M Buy
24,472
+381
+2% +$86.8K 4.31% 4
2026
Q1 		$5.27M Sell
24,091
-1,945
-7% -$455K 3.96% 4
2025
Q4 		$5.59M Sell
26,036
-483
-2% -$101K 4.12% 4
2025
Q3 		$5.55M Sell
26,519
-1,938
-7% -$382K 4.05% 4
2025
Q2 		$5.37M Sell
28,457
-3,282
-10% -$545K 4.15% 4
2025
Q1 		$4.86M Sell
31,739
-117
-0.4% -$17.9K 3.84% 6
2024
Q4 		$4.63M Buy
+31,856
New +$4.8M 4.15% 7

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Littlejohn Financial Services's ITA Position: Q2 2026 in Review

Littlejohn Financial Services increased its iShares US Aerospace & Defense ETF (ITA) stake by 1.6% in Q2 2026, buying an estimated $86.8K and bringing the position to 24,472 shares worth $5.93M. The position accounts for 4.31% of the portfolio, ranked #4.

Littlejohn Financial Services first reported a position in ITA in Q4 2024 and has held it in 7 quarters since. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Littlejohn Financial Services held 24,472 shares of iShares US Aerospace & Defense ETF worth $5.93M as of Q2 2026.
  • Littlejohn Financial Services bought 381 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $86.8K.
  • iShares US Aerospace & Defense ETF made up 4.31% of Littlejohn Financial Services's portfolio in Q2 2026, its #4 holding.
  • Littlejohn Financial Services first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Littlejohn Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.