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Nations Financial Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Nations Financial Group’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 		$3.45M Buy
15,750
+1,293
+9% +$302K 0.18% 136
2025
Q4 		$3.1M Buy
14,457
+3,953
+38% +$828K 0.16% 147
2025
Q3 		$2.2M Buy
10,504
+1,400
+15% +$276K 0.14% 179
2025
Q2 		$1.72M Buy
9,104
+591
+7% +$98.1K 0.12% 198
2025
Q1 		$1.3M Sell
8,513
-479
-5% -$73.2K 0.1% 231
2024
Q4 		$1.31M Buy
8,992
+403
+5% +$60.7K 0.1% 231
2024
Q3 		$1.29M Buy
8,589
+656
+8% +$92.5K 0.09% 235
2024
Q2 		$1.05M Sell
7,933
-237
-3% -$31.4K 0.09% 251
2024
Q1 		$1.08M Buy
8,170
+2
+0% +$251 0.09% 242
2023
Q4 		$1.03M Sell
8,168
-5,758
-41% -$665K 0.1% 240
2023
Q3 		$1.48M Buy
13,926
+126
+0.9% +$14.4K 0.15% 160
2023
Q2 		$1.61M Buy
13,800
+6,814
+98% +$775K 0.16% 156
2023
Q1 		$804K Buy
6,986
+572
+9% +$65.1K 0.08% 263
2022
Q4 		$718K Sell
6,414
-89
-1% -$9.47K 0.08% 275
2022
Q3 		$593K Buy
6,503
+2
+0% +$202 0.09% 252
2022
Q2 		$645K Buy
6,501
+478
+8% +$49.2K 0.09% 250
2022
Q1 		$667K Buy
6,023
+2,800
+87% +$298K 0.08% 268
2021
Q4 		$331K Buy
3,223
+1
+0% +$104 0.04% 368
2021
Q3 		$336K Buy
3,222
+93
+3% +$9.87K 0.05% 332
2021
Q2 		$343K Buy
3,129
+351
+13% +$37.8K 0.06% 308
2021
Q1 		$289K Buy
2,778
+201
+8% +$19.6K 0.07% 291
2020
Q4 		$244K Buy
2,577
+1
+0% +$88 0.06% 288
2020
Q3 		$204K Buy
2,576
+2
+0.1% +$164 0.06% 274
2020
Q2 		$212K Sell
2,574
-300
-10% -$23.7K 0.08% 252
2020
Q1 		$207K Buy
+2,874
New +$294K 0.09% 239

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

Nations Financial Group's ITA Position: Q1 2026 in Review

Nations Financial Group increased its iShares US Aerospace & Defense ETF (ITA) stake by 8.9% in Q1 2026, buying an estimated $302K and bringing the position to 15,750 shares worth $3.45M. The position accounts for 0.18% of the portfolio, ranked #136.

Nations Financial Group first reported a position in ITA in Q1 2020 and has held it in 25 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Nations Financial Group held 15,750 shares of iShares US Aerospace & Defense ETF worth $3.45M as of Q1 2026.
  • Nations Financial Group bought 1,293 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $302K.
  • iShares US Aerospace & Defense ETF made up 0.18% of Nations Financial Group's portfolio in Q1 2026, its #136 holding.
  • Nations Financial Group first reported a position in iShares US Aerospace & Defense ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.