Sharkey, Howes & Javer’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Sharkey, Howes & Javer’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	-28,049	Closed	-$6.02M	–	162
2025 Q4	$6.02M	Buy	28,049 +4,191	+18%	+$877K	0.77%	28
2025 Q3	$4.99M	Buy	+23,858	New	+$4.7M	0.64%	30
2019 Q3	–	Sell	-62	Closed	-$7K	–	111
2019 Q2	$7K	Hold	62	–	–	﹤0.01%	160
2019 Q1	$6K	Hold	62	–	–	﹤0.01%	168
2018 Q4	$5K	Hold	62	–	–	﹤0.01%	169
2018 Q3	$7K	Hold	62	–	–	﹤0.01%	171
2018 Q2	$6K	Hold	62	–	–	﹤0.01%	168
2018 Q1	$6K	Hold	62	–	–	﹤0.01%	159
2017 Q4	$6K	Hold	62	–	–	﹤0.01%	163
2017 Q3	$6K	Buy	+62	New	+$5.2K	﹤0.01%	161

Other funds holding ITA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sharkey, Howes & Javer's ITA Position: Q1 2026 in Review

Sharkey, Howes & Javer sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2026, closing a stake of 28,049 shares — an estimated $6.02M sold.

Sharkey, Howes & Javer first reported a position in ITA in Q3 2017 and held it in 10 quarters. The position peaked at $6.02M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Sharkey, Howes & Javer reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
Sharkey, Howes & Javer sold 28,049 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $6.02M.
Sharkey, Howes & Javer first reported a position in iShares US Aerospace & Defense ETF in Q3 2017 and held it in 10 quarters.
Sharkey, Howes & Javer's iShares US Aerospace & Defense ETF position peaked at $6.02M in Q4 2025.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2026, filed 8 Apr 2026.