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

Powell 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	$1.07M	Buy	4,881 +2,036	+72%	+$476K	0.37%	41
2025 Q4	$611K	Hold	2,845	–	–	0.21%	66
2025 Q3	$595K	Buy	2,845 +1,000	+54%	+$197K	0.21%	70
2025 Q2	$348K	Hold	1,845	–	–	0.13%	98
2025 Q1	$282K	Hold	1,845	–	–	0.14%	91
2024 Q4	$268K	Hold	1,845	–	–	0.12%	104
2024 Q3	$276K	Hold	1,845	–	–	0.13%	97
2024 Q2	$244K	Hold	1,845	–	–	0.13%	100
2024 Q1	$243K	Hold	1,845	–	–	0.13%	95
2023 Q4	$234K	Buy	+1,845	New	+$213K	0.13%	102

Other funds holding ITA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Powell Investment Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 72% in Q1 2026, buying an estimated $476K and bringing the position to 4,881 shares worth $1.07M. The position accounts for 0.37% of the portfolio, ranked #41.

Powell Investment Advisors first reported a position in ITA in Q4 2023 and has held it in 10 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Powell Investment Advisors held 4,881 shares of iShares US Aerospace & Defense ETF worth $1.07M as of Q1 2026.
Powell Investment Advisors bought 2,036 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $476K.
iShares US Aerospace & Defense ETF made up 0.37% of Powell Investment Advisors's portfolio in Q1 2026, its #41 holding.
Powell Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 10 quarters since.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Powell Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.