LL
ITA icon

LPWM LLC’s iShares US Aerospace & Defense ETF ITA Stock Holding History

LPWM LLC’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 		$430K Hold
1,966
– – 0.11% 69
2025
Q4 		$422K Buy
1,966
+2
+0.1% +$419 0.11% 69
2025
Q3 		$411K Buy
1,964
+6
+0.3% +$1.18K 0.11% 63
2025
Q2 		$369K Hold
1,958
– – 0.11% 63
2025
Q1 		$300K Hold
1,958
– – 0.1% 66
2024
Q4 		$285K Hold
1,958
– – 0.09% 65
2024
Q3 		$294K Hold
1,958
– – 0.1% 64
2024
Q2 		$261K Buy
1,958
+5
+0.3% +$663 0.09% 64
2024
Q1 		$252K Hold
1,953
– – 0.09% 63
2023
Q4 		$242K Buy
+1,953
New +$226K 0.1% 64

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPWM LLC's ITA Position: Q1 2026 in Review

LPWM LLC held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 1,966 shares worth $430K. The position accounts for 0.11% of the portfolio, ranked #69.

LPWM LLC first reported a position in ITA in Q4 2023 and has held it in 10 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • LPWM LLC held 1,966 shares of iShares US Aerospace & Defense ETF worth $430K as of Q1 2026.
  • LPWM LLC left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
  • iShares US Aerospace & Defense ETF made up 0.11% of LPWM LLC's portfolio in Q1 2026, its #69 holding.
  • LPWM LLC first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.