Main Street Financial Solutions’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Main Street Financial Solutions’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 Q4	$1.6K	Buy	+1,500	New	+$314K	﹤0.01%	557

Other funds holding ITA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Main Street Financial Solutions's ITA Position: Q4 2025 in Review

Main Street Financial Solutions reduced its iShares US Aerospace & Defense ETF (ITA) stake by 3.1% in Q4 2025, selling an estimated $129K and leaving 19,291 shares worth $4.14M. The position accounts for 0.31% of the portfolio, ranked #68.

Main Street Financial Solutions first reported a position in ITA in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.17M in Q3 2025. 986 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

Main Street Financial Solutions held 19,291 shares of iShares US Aerospace & Defense ETF worth $4.14M as of Q4 2025.
Main Street Financial Solutions sold 614 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $129K.
iShares US Aerospace & Defense ETF made up 0.31% of Main Street Financial Solutions's portfolio in Q4 2025, its #68 holding.
Main Street Financial Solutions first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 21 quarters since.
Main Street Financial Solutions's iShares US Aerospace & Defense ETF position peaked at $4.17M in Q3 2025.
986 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.