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

SHP 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 		$43.1K Buy
197
+36
+22% +$8.42K ﹤0.01% 532
2025
Q4 		$34.6K Buy
+161
New +$33.7K ﹤0.01% 565

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 $445B AUM 25.58% 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 $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SHP Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 22% in Q1 2026, buying an estimated $8.42K and bringing the position to 197 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

SHP Wealth Management first reported a position in ITA in Q4 2025 and has held it in 2 quarters since. 1,024 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • SHP Wealth Management held 197 shares of iShares US Aerospace & Defense ETF worth $43.1K as of Q1 2026.
  • SHP Wealth Management bought 36 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $8.42K.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #532 holding.
  • SHP Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,024 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.