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ORG Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

ORG Partners’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 		$948K Buy
4,417
+972
+28% +$203K 0.17% 127
2025
Q3 		$747K Buy
3,445
+1,970
+134% +$388K 0.14% 144
2025
Q2 		$273K Buy
1,475
+95
+7% +$15.8K 0.06% 266
2025
Q1 		$213K Buy
1,380
+1,065
+338% +$163K 0.05% 266
2024
Q4 		$45.8K Hold
315
– – 0.01% 574
2024
Q3 		$47.2K Buy
315
+300
+2,000% +$42.3K 0.01% 523
2024
Q2 		$2K Buy
+15
New +$1.99K ﹤0.01% 1505
2024
Q1 		– Sell
-15
Closed -$1.92K – 793
2023
Q4 		$1.92K Hold
15
– – ﹤0.01% 963
2023
Q3 		$1.6K Hold
15
– – ﹤0.01% 1106
2023
Q2 		$1.76K Buy
+15
New +$1.71K ﹤0.01% 1211

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 $377B 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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ORG Partners's ITA Position: Q4 2025 in Review

ORG Partners increased its iShares US Aerospace & Defense ETF (ITA) stake by 28% in Q4 2025, buying an estimated $203K and bringing the position to 4,417 shares worth $948K. The position accounts for 0.17% of the portfolio, ranked #127.

ORG Partners first reported a position in ITA in Q2 2023 and has held it in 10 quarters since. 986 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

  • ORG Partners held 4,417 shares of iShares US Aerospace & Defense ETF worth $948K as of Q4 2025.
  • ORG Partners bought 972 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $203K.
  • iShares US Aerospace & Defense ETF made up 0.17% of ORG Partners's portfolio in Q4 2025, its #127 holding.
  • ORG Partners first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and has held it in 10 quarters since.
  • 986 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.