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United Advisor Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

United Advisor Group’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
-1,198
Closed -$251K – 499
2025
Q3 		$251K Buy
+1,198
New +$236K 0.03% 400

Other funds holding ITA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Advisor Group's ITA Position: Q4 2025 in Review

United Advisor Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2025, closing a stake of 1,198 shares — an estimated $251K sold.

United Advisor Group first reported a position in ITA in Q3 2025 and held it in 1 quarter. The position peaked at $251K in Q3 2025. 986 funds tracked by Wall St. Rank hold ITA as of Q4 2025.

  • United Advisor Group reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2025 after selling out during the quarter.
  • United Advisor Group sold 1,198 iShares US Aerospace & Defense ETF shares in Q4 2025, an estimated $251K.
  • United Advisor Group first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and held it in 1 quarter.
  • United Advisor Group's iShares US Aerospace & Defense ETF position peaked at $251K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2025.

Based on United Advisor Group's 13F filing for Q4 2025, filed 26 Jan 2026.