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Shared Vision Wealth Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Shared Vision Wealth Group’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 		– Sell
-4,497
Closed -$1.05M – 97
2025
Q4 		$1.05M Buy
4,497
+407
+10% +$85.2K 0.42% 36
2025
Q3 		$861K Buy
+4,090
New +$806K 0.36% 42

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

Shared Vision Wealth Group's ITA Position: Q1 2026 in Review

Shared Vision Wealth Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2026, closing a stake of 4,497 shares — an estimated $1.05M sold.

Shared Vision Wealth Group first reported a position in ITA in Q3 2025 and held it in 2 quarters. The position peaked at $1.05M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Shared Vision Wealth Group reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • Shared Vision Wealth Group sold 4,497 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $1.05M.
  • Shared Vision Wealth Group first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and held it in 2 quarters.
  • Shared Vision Wealth Group's iShares US Aerospace & Defense ETF position peaked at $1.05M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.