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

LM 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
2026 Q1	$3.96K	Buy	866 +25	+3%	+$5.85K	0.06%	141
2025 Q4	$3.92K	Sell	841 -3,174	-79%	-$664K	0.07%	140
2025 Q3	$840K	Hold	4,015	–	–	0.12%	104
2025 Q2	$757K	Hold	4,015	–	–	0.1%	100
2025 Q1	$615K	Buy	4,015 +32	+0.8%	+$4.89K	0.11%	139
2024 Q4	$579K	Hold	3,983	–	–	0.1%	127
2024 Q3	$596K	Buy	3,983 +140	+4%	+$19.7K	0.12%	108
2024 Q2	$507K	Buy	3,843 +76	+2%	+$10.1K	﹤0.01%	130
2024 Q1	$497K	Buy	3,767 +684	+22%	+$85.8K	0.08%	138
2023 Q4	$390K	Buy	+3,083	New	+$356K	0.08%	136

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

LM Advisors's ITA Position: Q1 2026 in Review

LM Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 3% in Q1 2026, buying an estimated $5.85K and bringing the position to 866 shares worth $3.96K. The position accounts for 0.06% of the portfolio, ranked #141.

LM Advisors first reported a position in ITA in Q4 2023 and has held it in 10 quarters since. The position peaked at $840K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

LM Advisors held 866 shares of iShares US Aerospace & Defense ETF worth $3.96K as of Q1 2026.
LM Advisors bought 25 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $5.85K.
iShares US Aerospace & Defense ETF made up 0.06% of LM Advisors's portfolio in Q1 2026, its #141 holding.
LM Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 10 quarters since.
LM Advisors's iShares US Aerospace & Defense ETF position peaked at $840K in Q3 2025.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.