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

Maxele 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
2025
Q4 		$2.84M Buy
13,245
+605
+5% +$127K 2.31% 14
2025
Q3 		$2.65M Buy
12,640
+995
+9% +$196K 2.28% 13
2025
Q2 		$2.2M Buy
11,645
+620
+6% +$103K 1.92% 16
2025
Q1 		$1.69M Buy
11,025
+100
+0.9% +$15.3K 1.63% 18
2024
Q4 		$1.59M Buy
+10,925
New +$1.65M 1.51% 17
2022
Q3 		$954K Sell
10,465
-50
-0.5% -$5.05K 1.6% 18
2022
Q2 		$1.04M Sell
10,515
-259
-2% -$26.7K 1.64% 16
2022
Q1 		$1.19M Sell
10,774
-380
-3% -$40.4K 1.48% 18
2021
Q4 		$1.15M Buy
+11,154
New +$1.16M 1.32% 20

Other funds holding ITA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return