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

Robertson Stephens 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 		$1.19M Sell
5,437
-183
-3% -$42.8K 0.03% 272
2025
Q4 		$1.21M Buy
+5,620
New +$1.18M 0.03% 266
2022
Q3 		– Sell
-7,598
Closed -$753K – 378
2022
Q2 		$753K Buy
+7,598
New +$782K 0.07% 190

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

Robertson Stephens Wealth Management's ITA Position: Q1 2026 in Review

Robertson Stephens Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 3.3% in Q1 2026, selling an estimated $42.8K and leaving 5,437 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #272.

Robertson Stephens Wealth Management first reported a position in ITA in Q2 2022 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Robertson Stephens Wealth Management held 5,437 shares of iShares US Aerospace & Defense ETF worth $1.19M as of Q1 2026.
  • Robertson Stephens Wealth Management sold 183 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $42.8K.
  • iShares US Aerospace & Defense ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #272 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2022 and has held it in 3 quarters since.
  • Robertson Stephens Wealth Management's iShares US Aerospace & Defense ETF position peaked at $1.21M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.