UB
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UMB Bank’s iShares US Aerospace & Defense ETF ITA Stock Holding History

UMB Bank’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 		$120K Hold
550
– – ﹤0.01% 895
2025
Q4 		$118K Buy
+550
New +$115K ﹤0.01% 873
2025
Q2 		– Sell
-370
Closed -$56.6K – 2160
2025
Q1 		$56.6K Sell
370
-30
-8% -$4.58K ﹤0.01% 1000
2024
Q4 		$58.1K Hold
400
– – ﹤0.01% 859
2024
Q3 		$59.9K Hold
400
– – ﹤0.01% 820
2024
Q2 		$52.8K Hold
400
– – ﹤0.01% 812
2024
Q1 		$52.8K Hold
400
– – ﹤0.01% 826
2023
Q4 		$50.6K Sell
400
-13
-3% -$1.5K ﹤0.01% 823
2023
Q3 		$43.8K Buy
413
+13
+3% +$1.48K ﹤0.01% 865
2023
Q2 		$46.7K Hold
400
– – ﹤0.01% 863
2023
Q1 		$46K Buy
+400
New +$45.5K ﹤0.01% 854

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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $5.7T 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 $528B AUM 27.57% 1-Year Est. Return