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Plante Moran Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Plante Moran Financial 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 		$10.9K Hold
50
– – ﹤0.01% 506
2025
Q4 		$10.7K Hold
50
– – ﹤0.01% 549
2025
Q3 		$10.5K Hold
50
– – ﹤0.01% 543
2025
Q2 		$9.43K Hold
50
– – ﹤0.01% 567
2025
Q1 		$7.66K Hold
50
– – ﹤0.01% 605
2024
Q4 		$7.27K Hold
50
– – ﹤0.01% 632
2024
Q3 		$7.48K Hold
50
– – ﹤0.01% 637
2024
Q2 		$6.6K Hold
50
– – ﹤0.01% 623
2024
Q1 		$6.6K Hold
50
– – ﹤0.01% 665
2023
Q4 		$6.33K Sell
50
-38
-43% -$4.39K ﹤0.01% 622
2023
Q3 		$9.32K Buy
88
+38
+76% +$4.33K ﹤0.01% 536
2023
Q2 		$5.83K Buy
+50
New +$5.69K ﹤0.01% 619
2021
Q4 		– Sell
-354
Closed -$37K – 1054
2021
Q3 		$37K Sell
354
-60
-14% -$6.37K 0.01% 433
2021
Q2 		$45K Sell
414
-164
-28% -$17.7K 0.01% 395
2021
Q1 		$60K Buy
+578
New +$56.4K 0.02% 324
2020
Q4 		– Sell
-508
Closed -$40K – 931
2020
Q3 		$40K Hold
508
– – 0.01% 358
2020
Q2 		$42K Buy
+508
New +$40.1K 0.02% 316
2020
Q1 		– Sell
-306
Closed -$34K – 786
2019
Q4 		$34K Hold
306
– – 0.01% 380
2019
Q3 		$34K Hold
306
– – 0.01% 400
2019
Q2 		$33K Hold
306
– – 0.01% 408
2019
Q1 		$31K Sell
306
-50
-14% -$4.89K 0.01% 412
2018
Q4 		$31K Buy
356
+50
+16% +$4.82K 0.01% 371
2018
Q3 		$33K Hold
306
– – 0.01% 370
2018
Q2 		$29K Hold
306
– – 0.01% 426
2018
Q1 		$30K Hold
306
– – 0.02% 436
2017
Q4 		$29K Hold
306
– – 0.02% 441
2017
Q3 		$27K Buy
+306
New +$25.7K 0.02% 424

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

Plante Moran Financial Advisors's ITA Position: Q1 2026 in Review

Plante Moran Financial Advisors held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 50 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

Plante Moran Financial Advisors first reported a position in ITA in Q3 2017 and has held it in 27 quarters since. The position peaked at $60K in Q1 2021. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Plante Moran Financial Advisors held 50 shares of iShares US Aerospace & Defense ETF worth $10.9K as of Q1 2026.
  • Plante Moran Financial Advisors left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #506 holding.
  • Plante Moran Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2017 and has held it in 27 quarters since.
  • Plante Moran Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $60K in Q1 2021.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.