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Ritholtz Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Ritholtz Wealth Management’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 		$795K Buy
3,636
+77
+2% +$18K 0.01% 623
2025
Q4 		$764K Buy
3,559
+339
+11% +$71K 0.01% 587
2025
Q3 		$674K Buy
3,220
+801
+33% +$158K 0.01% 595
2025
Q2 		$456K Sell
2,419
-5
-0.2% -$830 0.01% 667
2025
Q1 		$371K Sell
2,424
-57
-2% -$8.71K 0.01% 677
2024
Q4 		$361K Buy
2,481
+266
+12% +$40.1K 0.01% 654
2024
Q3 		$331K Hold
2,215
– – 0.01% 673
2024
Q2 		$292K Buy
2,215
+82
+4% +$10.9K 0.01% 656
2024
Q1 		$281K Sell
2,133
-226
-10% -$28.3K 0.01% 657
2023
Q4 		$299K Sell
2,359
-319
-12% -$36.8K 0.01% 597
2023
Q3 		$284K Buy
+2,678
New +$305K 0.01% 559

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

Ritholtz Wealth Management's ITA Position: Q1 2026 in Review

Ritholtz Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 2.2% in Q1 2026, buying an estimated $18K and bringing the position to 3,636 shares worth $795K. The position accounts for 0.01% of the portfolio, ranked #623.

Ritholtz Wealth Management first reported a position in ITA in Q3 2023 and has held it in 11 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Ritholtz Wealth Management held 3,636 shares of iShares US Aerospace & Defense ETF worth $795K as of Q1 2026.
  • Ritholtz Wealth Management bought 77 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $18K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #623 holding.
  • Ritholtz Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.