SHIM
ITA icon

Stone House Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Stone House Investment 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 		$10.7M Buy
49,138
+20,964
+74% +$4.9M 1.93% 19
2025
Q4 		$6.05M Buy
28,174
+2,950
+12% +$618K 0.94% 23
2025
Q3 		$5.28M Buy
+25,224
New +$4.97M 0.89% 24
2024
Q1 		– Sell
-17
Closed -$2.15K – 420
2023
Q4 		$2.15K Hold
17
– – ﹤0.01% 260
2023
Q3 		$1.8K Hold
17
– – ﹤0.01% 265
2023
Q2 		$1.98K Buy
+17
New +$1.93K ﹤0.01% 271

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

Stone House Investment Management's ITA Position: Q1 2026 in Review

Stone House Investment Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 74% in Q1 2026, buying an estimated $4.9M and bringing the position to 49,138 shares worth $10.7M. The position accounts for 1.93% of the portfolio, ranked #19.

Stone House Investment Management first reported a position in ITA in Q2 2023 and has held it in 6 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Stone House Investment Management held 49,138 shares of iShares US Aerospace & Defense ETF worth $10.7M as of Q1 2026.
  • Stone House Investment Management bought 20,964 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $4.9M.
  • iShares US Aerospace & Defense ETF made up 1.93% of Stone House Investment Management's portfolio in Q1 2026, its #19 holding.
  • Stone House Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and has held it in 6 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.