Menora Mivtachim Holdings’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Menora Mivtachim Holdings’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 Q3	–	Sell	-2,400	Closed	-$453K	–	140
2025 Q2	$453K	Hold	2,400	–	–	﹤0.01%	114
2025 Q1	$367K	Buy	+2,400	New	+$367K	﹤0.01%	115
2023 Q3	–	Sell	-1,271,500	Closed	-$148M	–	99
2023 Q2	$148M	Hold	1,271,500	–	–	1.37%	29
2023 Q1	$146M	Buy	+1,271,500	New	+$145M	1.51%	25

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Menora Mivtachim Holdings's ITA Position: Q3 2025 in Review

Menora Mivtachim Holdings sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2025, closing a stake of 2,400 shares — an estimated $453K sold.

Menora Mivtachim Holdings first reported a position in ITA in Q1 2023 and held it in 4 quarters. The position peaked at $148M in Q2 2023. 880 funds tracked by Wall St. Rank hold ITA as of Q3 2025.

Menora Mivtachim Holdings reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
Menora Mivtachim Holdings sold 2,400 iShares US Aerospace & Defense ETF shares in Q3 2025, an estimated $453K.
Menora Mivtachim Holdings first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and held it in 4 quarters.
Menora Mivtachim Holdings's iShares US Aerospace & Defense ETF position peaked at $148M in Q2 2023.
880 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2025.

Based on Menora Mivtachim Holdings's 13F filing for Q3 2025, filed 13 Nov 2025.