Siligmueller & Norvid Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
2025 Q3	$233K	Buy	+1,109	New	+$218K	0.1%	143

Other funds holding ITA

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's ITA Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2025: 1,109 shares worth $233K. The stake represents 0.1% of the portfolio and ranks #143 among its holdings.

880 funds tracked by Wall St. Rank hold ITA as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 1,109 shares of iShares US Aerospace & Defense ETF worth $233K as of Q3 2025.
iShares US Aerospace & Defense ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares US Aerospace & Defense ETF made up 0.1% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #143 holding.
880 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.