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Surience Private Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Surience Private Wealth’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
Q4 		– Sell
-64,527
Closed -$13.5M – 39
2025
Q3 		$13.5M Sell
64,527
-2,600
-4% -$512K 12.34% 2
2025
Q2 		$12.7M Buy
+67,127
New +$11.1M 11.9% 2
2023
Q2 		– Sell
-96,614
Closed -$11.1M – 32
2023
Q1 		$11.1M Buy
+96,614
New +$11M 16.38% 2

Other funds holding ITA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Surience Private Wealth's ITA Position: Q4 2025 in Review

Surience Private Wealth sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2025, closing a stake of 64,527 shares — an estimated $13.5M sold.

Surience Private Wealth first reported a position in ITA in Q1 2023 and held it in 3 quarters. The position peaked at $13.5M in Q3 2025. 986 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

  • Surience Private Wealth reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • Surience Private Wealth sold 64,527 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $13.5M.
  • Surience Private Wealth first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and held it in 3 quarters.
  • Surience Private Wealth's iShares US Aerospace & Defense ETF position peaked at $13.5M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on Surience Private Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.