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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
Q2 		$133K Hold
550
– – ﹤0.01% 912
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UMB Bank's ITA Position: Q2 2026 in Review

UMB Bank held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 550 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

UMB Bank first reported a position in ITA in Q1 2023 and has held it in 12 quarters since. 1,037 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • UMB Bank held 550 shares of iShares US Aerospace & Defense ETF worth $133K as of Q2 2026.
  • UMB Bank left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #912 holding.
  • UMB Bank first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and has held it in 12 quarters since.
  • 1,037 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.