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Owen LaRue’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Owen LaRue’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 		$1.79M Sell
8,188
-224
-3% -$52.4K 0.69% 36
2025
Q4 		$1.81M Sell
8,412
-601
-7% -$126K 0.69% 41
2025
Q3 		$1.89M Buy
9,013
+11
+0.1% +$2.17K 0.74% 35
2025
Q2 		$1.7M Sell
9,002
-297
-3% -$49.3K 0.72% 40
2025
Q1 		$1.42M Sell
9,299
-193
-2% -$29.5K 0.71% 37
2024
Q4 		$1.38M Buy
9,492
+4
+0% +$603 0.72% 37
2024
Q3 		$1.42M Sell
9,488
-3,349
-26% -$472K 0.75% 38
2024
Q2 		$1.7M Buy
12,837
+3,553
+38% +$471K 1.05% 28
2024
Q1 		$1.22M Buy
9,284
+1,253
+16% +$157K 0.77% 31
2023
Q4 		$1.02M Sell
8,031
-1,748
-18% -$202K 0.97% 29
2023
Q3 		$1.04M Sell
9,779
-2,500
-20% -$285K 1.14% 22
2023
Q2 		$1.44M Buy
+12,279
New +$1.4M 1.51% 20

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

Owen LaRue's ITA Position: Q1 2026 in Review

Owen LaRue reduced its iShares US Aerospace & Defense ETF (ITA) stake by 2.7% in Q1 2026, selling an estimated $52.4K and leaving 8,188 shares worth $1.79M. The position accounts for 0.69% of the portfolio, ranked #36.

Owen LaRue first reported a position in ITA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.89M in Q3 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Owen LaRue held 8,188 shares of iShares US Aerospace & Defense ETF worth $1.79M as of Q1 2026.
  • Owen LaRue sold 224 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $52.4K.
  • iShares US Aerospace & Defense ETF made up 0.69% of Owen LaRue's portfolio in Q1 2026, its #36 holding.
  • Owen LaRue first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and has held it in 12 quarters since.
  • Owen LaRue's iShares US Aerospace & Defense ETF position peaked at $1.89M in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Owen LaRue's 13F filing for Q1 2026, filed 30 Apr 2026.