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Pettyjohn Wood & White’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Pettyjohn Wood & White’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 		$563K Buy
2,575
+90
+4% +$21.1K 0.09% 126
2025
Q4 		$534K Sell
2,485
-10
-0.4% -$2.09K 0.08% 127
2025
Q3 		$522K Sell
2,495
-40
-2% -$7.88K 0.09% 130
2025
Q2 		$478K Buy
2,535
+380
+18% +$63.1K 0.09% 131
2025
Q1 		$330K Hold
2,155
– – 0.06% 148
2024
Q4 		$313K Sell
2,155
-25
-1% -$3.77K 0.06% 160
2024
Q3 		$326K Hold
2,180
– – 0.06% 159
2024
Q2 		$288K Hold
2,180
– – 0.06% 167
2024
Q1 		$288K Sell
2,180
-100
-4% -$12.5K 0.06% 163
2023
Q4 		$289K Buy
2,280
+255
+13% +$29.4K 0.06% 158
2023
Q3 		$215K Hold
2,025
– – 0.05% 172
2023
Q2 		$236K Sell
2,025
-260
-11% -$29.6K 0.05% 166
2023
Q1 		$263K Buy
2,285
+40
+2% +$4.55K 0.06% 154
2022
Q4 		$251K Hold
2,245
– – 0.06% 153
2022
Q3 		$205K Hold
2,245
– – 0.05% 162
2022
Q2 		$223K Hold
2,245
– – 0.05% 156
2022
Q1 		$249K Sell
2,245
-150
-6% -$16K 0.05% 147
2021
Q4 		$246K Sell
2,395
-200
-8% -$20.9K 0.05% 150
2021
Q3 		$271K Sell
2,595
-25
-1% -$2.65K 0.06% 142
2021
Q2 		$287K Sell
2,620
-50
-2% -$5.38K 0.06% 142
2021
Q1 		$278K Hold
2,670
– – 0.07% 137
2020
Q4 		$253K Sell
2,670
-1,460
-35% -$128K 0.06% 135
2020
Q3 		$327K Sell
4,130
-700
-14% -$57.4K 0.1% 112
2020
Q2 		$398K Sell
4,830
-2,150
-31% -$170K 0.13% 101
2020
Q1 		$502K Sell
6,980
-550
-7% -$56.3K 0.19% 87
2019
Q4 		$836K Sell
7,530
-50
-0.7% -$5.62K 0.24% 76
2019
Q3 		$852K Sell
7,580
-310
-4% -$33.9K 0.26% 76
2019
Q2 		$845K Hold
7,890
– – 0.26% 74
2019
Q1 		$787K Sell
7,890
-300
-4% -$29.3K 0.26% 78
2018
Q4 		$708K Sell
8,190
-890
-10% -$85.8K 0.26% 73
2018
Q3 		$983K Buy
9,080
+150
+2% +$15.4K 0.32% 74
2018
Q2 		$859K Sell
8,930
-50
-0.6% -$4.95K 0.3% 76
2018
Q1 		$889K Buy
+8,980
New +$890K 0.32% 76

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

Pettyjohn Wood & White's ITA Position: Q1 2026 in Review

Pettyjohn Wood & White increased its iShares US Aerospace & Defense ETF (ITA) stake by 3.6% in Q1 2026, buying an estimated $21.1K and bringing the position to 2,575 shares worth $563K. The position accounts for 0.09% of the portfolio, ranked #126.

Pettyjohn Wood & White first reported a position in ITA in Q1 2018 and has held it in 33 quarters since. The position peaked at $983K in Q3 2018. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Pettyjohn Wood & White held 2,575 shares of iShares US Aerospace & Defense ETF worth $563K as of Q1 2026.
  • Pettyjohn Wood & White bought 90 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $21.1K.
  • iShares US Aerospace & Defense ETF made up 0.09% of Pettyjohn Wood & White's portfolio in Q1 2026, its #126 holding.
  • Pettyjohn Wood & White first reported a position in iShares US Aerospace & Defense ETF in Q1 2018 and has held it in 33 quarters since.
  • Pettyjohn Wood & White's iShares US Aerospace & Defense ETF position peaked at $983K in Q3 2018.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.