Traction Financial Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Traction Financial 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	$470K	Hold	2,150	–	–	0.29%	33
2025 Q4	$462K	Hold	2,150	–	–	0.27%	35
2025 Q3	$450K	Hold	2,150	–	–	0.28%	36
2025 Q2	$406K	Hold	2,150	–	–	0.28%	42
2025 Q1	$329K	Sell	2,150 -112	-5%	-$17.1K	0.26%	40
2024 Q4	$329K	Hold	2,262	–	–	0.26%	44
2024 Q3	$338K	Sell	2,262 -12	-0.5%	-$1.69K	0.27%	45
2024 Q2	$326K	Hold	2,274	–	–	0.24%	45
2024 Q1	$307K	Sell	2,274 -82	-3%	-$10.3K	0.24%	45
2023 Q4	$298K	Buy	+2,356	New	+$272K	0.2%	50

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

Traction Financial Partners's ITA Position: Q1 2026 in Review

Traction Financial Partners held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 2,150 shares worth $470K. The position accounts for 0.29% of the portfolio, ranked #33.

Traction Financial Partners first reported a position in ITA in Q4 2023 and has held it in 10 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Traction Financial Partners held 2,150 shares of iShares US Aerospace & Defense ETF worth $470K as of Q1 2026.
Traction Financial Partners left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
iShares US Aerospace & Defense ETF made up 0.29% of Traction Financial Partners's portfolio in Q1 2026, its #33 holding.
Traction Financial Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 10 quarters since.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Traction Financial Partners's 13F filing for Q1 2026, filed 14 May 2026.