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Ridgeline Wealth Planning’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Ridgeline Wealth Planning’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 		$1.52M Sell
6,939
-103
-1% -$24.1K 1.11% 14
2025
Q4 		$1.51M Buy
+7,042
New +$1.47M 1.08% 14

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

Ridgeline Wealth Planning's ITA Position: Q1 2026 in Review

Ridgeline Wealth Planning reduced its iShares US Aerospace & Defense ETF (ITA) stake by 1.5% in Q1 2026, selling an estimated $24.1K and leaving 6,939 shares worth $1.52M. The position accounts for 1.11% of the portfolio, ranked #14.

Ridgeline Wealth Planning first reported a position in ITA in Q4 2025 and has held it in 2 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Ridgeline Wealth Planning held 6,939 shares of iShares US Aerospace & Defense ETF worth $1.52M as of Q1 2026.
  • Ridgeline Wealth Planning sold 103 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $24.1K.
  • iShares US Aerospace & Defense ETF made up 1.11% of Ridgeline Wealth Planning's portfolio in Q1 2026, its #14 holding.
  • Ridgeline Wealth Planning first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q1 2026, filed 5 May 2026.