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Means Investment Company’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Means Investment Company’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 		$500K Hold
2,283
– – 0.04% 125
2025
Q4 		$490K Hold
2,283
– – 0.04% 126
2025
Q3 		$478K Sell
2,283
-2
-0.1% -$394 0.04% 132
2025
Q2 		$431K Hold
2,285
– – 0.04% 137
2025
Q1 		$350K Sell
2,285
-659
-22% -$101K 0.04% 142
2024
Q4 		$428K Buy
2,944
+53
+2% +$7.99K 0.04% 136
2024
Q3 		$433K Buy
2,891
+39
+1% +$5.5K 0.05% 134
2024
Q2 		$377K Buy
2,852
+75
+3% +$9.94K 0.05% 142
2024
Q1 		$366K Buy
2,777
+132
+5% +$16.6K 0.05% 143
2023
Q4 		$335K Buy
2,645
+27
+1% +$3.12K 0.05% 151
2023
Q3 		$277K Sell
2,618
-115
-4% -$13.1K 0.05% 167
2023
Q2 		$319K Sell
2,733
-100
-4% -$11.4K 0.05% 158
2023
Q1 		$326K Buy
2,833
+102
+4% +$11.6K 0.06% 150
2022
Q4 		$305K Buy
+2,731
New +$291K 0.06% 154

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

Means Investment Company's ITA Position: Q1 2026 in Review

Means Investment Company held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 2,283 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #125.

Means Investment Company first reported a position in ITA in Q4 2022 and has held it in 14 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Means Investment Company held 2,283 shares of iShares US Aerospace & Defense ETF worth $500K as of Q1 2026.
  • Means Investment Company left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
  • iShares US Aerospace & Defense ETF made up 0.04% of Means Investment Company's portfolio in Q1 2026, its #125 holding.
  • Means Investment Company first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.