Modera Wealth Management
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Modera Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Modera Wealth Management’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
Q3 		$267K Buy
3,861
+117
+3% +$9.1K ﹤0.01% 595
2026
Q2 		$303K Hold
3,744
– – ﹤0.01% 548
2026
Q1 		$273K Buy
3,744
+75
+2% +$5.85K ﹤0.01% 550
2025
Q4 		$263K Buy
3,669
+507
+16% +$35.4K ﹤0.01% 570
2025
Q3 		$221K Buy
+3,162
New +$208K ﹤0.01% 614

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Modera Wealth Management's ITA Position: Q3 2026 in Review

Modera Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 3.1% in Q3 2026, buying an estimated $9.1K and bringing the position to 3,861 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Modera Wealth Management first reported a position in ITA in Q3 2025 and has held it in 5 quarters since. The position peaked at $303K in Q2 2026. 812 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Modera Wealth Management held 3,861 shares of iShares US Aerospace & Defense ETF worth $267K as of Q3 2026.
  • Modera Wealth Management bought 117 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $9.1K.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q3 2026, its #595 holding.
  • Modera Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 5 quarters since.
  • Modera Wealth Management's iShares US Aerospace & Defense ETF position peaked at $303K in Q2 2026.
  • 812 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.