Principle Wealth Partners
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Principle Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Principle Wealth Partners’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
Q3 		$5.45M Sell
78,972
-2,961
-4% -$230K 0.26% 73
2026
Q2 		$6.62M Buy
81,933
+4,332
+6% +$329K 0.33% 60
2026
Q1 		$5.66M Sell
77,601
-1,200
-2% -$93.6K 0.32% 62
2025
Q4 		$5.64M Sell
78,801
-210
-0.3% -$14.7K 0.32% 59
2025
Q3 		$5.51M Buy
79,011
+15
+0% +$985 0.32% 62
2025
Q2 		$4.97M Sell
78,996
-2,994
-4% -$166K 0.31% 70
2025
Q1 		$4.18M Sell
81,990
-996
-1% -$50.7K 0.3% 78
2024
Q4 		$4.02M Buy
82,986
+159
+0.2% +$7.98K 0.28% 81
2024
Q3 		$4.13M Buy
82,827
+6
+0% +$282 0.29% 80
2024
Q2 		$3.65M Buy
82,821
+6,759
+9% +$299K 0.28% 84
2024
Q1 		$3.35M Buy
76,062
+966
+1% +$40.4K 0.26% 90
2023
Q4 		$3.17M Buy
75,096
+24,825
+49% +$956K 0.27% 91
2023
Q3 		$1.78M Buy
50,271
+3,300
+7% +$125K 0.18% 114
2023
Q2 		$1.83M Buy
46,971
+603
+1% +$22.9K 0.18% 108
2023
Q1 		$1.78M Buy
46,368
+2,406
+5% +$91.2K 0.19% 105
2022
Q4 		$1.64M Buy
43,962
+3
+0% +$106 0.19% 102
2022
Q3 		$1.34M Buy
43,959
+759
+2% +$25.6K 0.13% 103
2022
Q2 		$1.43M Buy
43,200
+3,624
+9% +$124K 0.17% 106
2022
Q1 		$1.46M Buy
39,576
+2,253
+6% +$79.9K 0.15% 111
2021
Q4 		$1.28M Sell
37,323
-4,497
-11% -$156K 0.13% 118
2021
Q3 		$1.45M Sell
41,820
-3,597
-8% -$127K 0.17% 107
2021
Q2 		$1.66M Sell
45,417
-303
-0.7% -$10.9K 0.19% 100
2021
Q1 		$1.59M Sell
45,720
-1,194
-3% -$38.9K 0.19% 100
2020
Q4 		$1.48M Buy
46,914
+312
+0.7% +$9.14K 0.2% 97
2020
Q3 		$1.23M Sell
46,602
-1,500
-3% -$41K 0.34% 47
2020
Q2 		$1.32M Buy
48,102
+1,008
+2% +$26.5K 0.39% 44
2020
Q1 		$1.13M Buy
47,094
+36,534
+346% +$1.25M 0.42% 43
2019
Q4 		$391K Hold
10,560
– – 0.12% 114
2019
Q3 		$395K Buy
+10,560
New +$385K 0.14% 112

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Principle Wealth Partners's ITA Position: Q3 2026 in Review

Principle Wealth Partners reduced its iShares US Aerospace & Defense ETF (ITA) stake by 3.6% in Q3 2026, selling an estimated $230K and leaving 78,972 shares worth $5.45M. The position accounts for 0.26% of the portfolio, ranked #73.

Principle Wealth Partners first reported a position in ITA in Q3 2019 and has held it in 29 quarters since. The position peaked at $6.62M in Q2 2026. 908 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Principle Wealth Partners held 78,972 shares of iShares US Aerospace & Defense ETF worth $5.45M as of Q3 2026.
  • Principle Wealth Partners sold 2,961 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $230K.
  • iShares US Aerospace & Defense ETF made up 0.26% of Principle Wealth Partners's portfolio in Q3 2026, its #73 holding.
  • Principle Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2019 and has held it in 29 quarters since.
  • Principle Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $6.62M in Q2 2026.
  • 908 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.