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Tradition Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Tradition Wealth 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 		$1.67M Buy
7,645
+2,901
+61% +$679K 0.12% 157
2025
Q4 		$1.02M Hold
4,744
– – 0.07% 192
2025
Q3 		$993K Buy
4,744
+428
+10% +$84.3K 0.07% 187
2025
Q2 		$814K Buy
4,316
+49
+1% +$8.13K 0.07% 205
2025
Q1 		$653K Sell
4,267
-63
-1% -$9.62K 0.06% 216
2024
Q4 		$629K Sell
4,330
-342
-7% -$51.5K 0.06% 214
2024
Q3 		$699K Hold
4,672
– – 0.06% 199
2024
Q2 		$617K Buy
4,672
+2
+0% +$265 0.06% 201
2024
Q1 		$616K Buy
4,670
+1
+0% +$125 0.06% 189
2023
Q4 		$591K Sell
4,669
-498
-10% -$57.5K 0.06% 166
2023
Q3 		$548K Buy
5,167
+420
+9% +$47.9K 0.07% 163
2023
Q2 		$554K Buy
4,747
+10
+0.2% +$1.14K 0.06% 169
2023
Q1 		$545K Buy
4,737
+23
+0.5% +$2.62K 0.07% 164
2022
Q4 		$527K Buy
4,714
+505
+12% +$53.8K 0.07% 157
2022
Q3 		$384K Sell
4,209
-570
-12% -$57.6K 0.06% 184
2022
Q2 		$474K Buy
4,779
+2
+0% +$206 0.07% 168
2022
Q1 		$529K Buy
4,777
+1,131
+31% +$120K 0.07% 180
2021
Q4 		$375K Buy
3,646
+1,452
+66% +$151K 0.05% 217
2021
Q3 		$229K Hold
2,194
– – 0.03% 257
2021
Q2 		$240K Buy
2,194
+4
+0.2% +$431 0.04% 256
2021
Q1 		$228K Sell
2,190
-447
-17% -$43.6K 0.04% 232
2020
Q4 		$250K Buy
+2,637
New +$232K 0.05% 211

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

Tradition Wealth Management's ITA Position: Q1 2026 in Review

Tradition Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 61% in Q1 2026, buying an estimated $679K and bringing the position to 7,645 shares worth $1.67M. The position accounts for 0.12% of the portfolio, ranked #157.

Tradition Wealth Management first reported a position in ITA in Q4 2020 and has held it in 22 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Tradition Wealth Management held 7,645 shares of iShares US Aerospace & Defense ETF worth $1.67M as of Q1 2026.
  • Tradition Wealth Management bought 2,901 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $679K.
  • iShares US Aerospace & Defense ETF made up 0.12% of Tradition Wealth Management's portfolio in Q1 2026, its #157 holding.
  • Tradition Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.