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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
Q2 		$959K Buy
3,957
+3,091
+357% +$704K 0.11% 113
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 0.09% 127
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

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

LM Advisors's ITA Position: Q2 2026 in Review

LM Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 357% in Q2 2026, buying an estimated $704K and bringing the position to 3,957 shares worth $959K. The position accounts for 0.11% of the portfolio, ranked #113.

LM Advisors first reported a position in ITA in Q4 2023 and has held it in 11 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • LM Advisors held 3,957 shares of iShares US Aerospace & Defense ETF worth $959K as of Q2 2026.
  • LM Advisors bought 3,091 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $704K.
  • iShares US Aerospace & Defense ETF made up 0.11% of LM Advisors's portfolio in Q2 2026, its #113 holding.
  • LM Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.