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Perennial Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Perennial Investment Advisors’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 		$412K Buy
1,882
+470
+33% +$110K 0.03% 322
2025
Q4 		$303K Sell
1,412
-30
-2% -$6.28K 0.02% 373
2025
Q3 		$302K Buy
+1,442
New +$284K 0.02% 362

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 $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Perennial Investment Advisors's ITA Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 33% in Q1 2026, buying an estimated $110K and bringing the position to 1,882 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #322.

Perennial Investment Advisors first reported a position in ITA in Q3 2025 and has held it in 3 quarters since. 1,023 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Perennial Investment Advisors held 1,882 shares of iShares US Aerospace & Defense ETF worth $412K as of Q1 2026.
  • Perennial Investment Advisors bought 470 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $110K.
  • iShares US Aerospace & Defense ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #322 holding.
  • Perennial Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,023 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.