Stevens Capital Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Stevens Capital Partners’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	$223K	Buy	+1,021	New	+$239K	0.05%	119

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

Stevens Capital Partners's ITA Position: Q1 2026 in Review

Stevens Capital Partners opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q1 2026: 1,021 shares worth $223K. The stake represents 0.05% of the portfolio and ranks #119 among its holdings.

1,023 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Stevens Capital Partners held 1,021 shares of iShares US Aerospace & Defense ETF worth $223K as of Q1 2026.
iShares US Aerospace & Defense ETF was a new Stevens Capital Partners position in Q1 2026.
iShares US Aerospace & Defense ETF made up 0.05% of Stevens Capital Partners's portfolio in Q1 2026, its #119 holding.
1,023 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.