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United Capital Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

United Capital Financial Advisors’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 		$1.01M Sell
4,627
-100,806
-96% -$23.6M 0.01% 755
2025
Q4 		$22.6M Buy
105,433
+4,703
+5% +$985K 0.14% 133
2025
Q3 		$21.1M Buy
100,730
+99,284
+6,866% +$19.6M 0.15% 126
2025
Q2 		$273K Sell
1,446
-55
-4% -$9.13K ﹤0.01% 955
2025
Q1 		$230K Sell
1,501
-600
-29% -$91.6K ﹤0.01% 968
2024
Q4 		$305K Buy
2,101
+525
+33% +$79.1K ﹤0.01% 874
2024
Q3 		$236K Buy
+1,576
New +$222K ﹤0.01% 952
2022
Q4 		– Sell
-2,384
Closed -$217K – 1078
2022
Q3 		$217K Sell
2,384
-15
-0.6% -$1.52K ﹤0.01% 995
2022
Q2 		$238K Buy
2,399
+200
+9% +$20.6K ﹤0.01% 1006
2022
Q1 		$244K Sell
2,199
-4,019
-65% -$427K ﹤0.01% 1064
2021
Q4 		$639K Hold
6,218
– – ﹤0.01% 795
2021
Q3 		$648K Hold
6,218
– – ﹤0.01% 791
2021
Q2 		$681K Buy
6,218
+34
+0.5% +$3.66K ﹤0.01% 791
2021
Q1 		$644K Buy
6,184
+884
+17% +$86.3K ﹤0.01% 781
2020
Q4 		$502K Sell
5,300
-426
-7% -$37.5K ﹤0.01% 848
2020
Q3 		$454K Hold
5,726
– – ﹤0.01% 852
2020
Q2 		$472K Sell
5,726
-2,916
-34% -$230K ﹤0.01% 886
2020
Q1 		$622K Sell
8,642
-18,006
-68% -$1.84M 0.01% 748
2019
Q4 		$2.96M Sell
26,648
-1,266
-5% -$142K 0.02% 525
2019
Q3 		$3.14M Sell
27,914
-1,252
-4% -$137K 0.02% 501
2019
Q2 		$3.12M Sell
29,166
-1,952
-6% -$202K 0.02% 511
2019
Q1 		$3.1M Sell
31,118
-2,016
-6% -$197K 0.02% 501
2018
Q4 		$2.86M Sell
33,134
-1,626
-5% -$157K 0.02% 482
2018
Q3 		$3.76M Sell
34,760
-1,032
-3% -$106K 0.03% 488
2018
Q2 		$3.44M Sell
35,792
-172,942
-83% -$17.1M 0.03% 483
2018
Q1 		$20.7M Sell
208,734
-14,518
-7% -$1.44M 0.16% 149
2017
Q4 		$21M Buy
223,252
+41,030
+23% +$3.75M 0.17% 144
2017
Q3 		$16.2M Buy
182,222
+143,716
+373% +$12.1M 0.14% 174
2017
Q2 		$3.03M Sell
38,506
-17,962
-32% -$1.39M 0.03% 477
2017
Q1 		$4.2M Sell
56,468
-57,520
-50% -$4.23M 0.04% 398
2016
Q4 		$8.01M Sell
113,988
-26,450
-19% -$1.8M 0.08% 305
2016
Q3 		$9.06M Sell
140,438
-9,496
-6% -$614K 0.09% 283
2016
Q2 		$9.37M Buy
+149,934
New +$9.17M 0.1% 255

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

United Capital Financial Advisors's ITA Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 96% in Q1 2026, selling an estimated $23.6M and leaving 4,627 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #755.

United Capital Financial Advisors first reported a position in ITA in Q2 2016 and has held it in 33 quarters since. The position peaked at $22.6M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • United Capital Financial Advisors held 4,627 shares of iShares US Aerospace & Defense ETF worth $1.01M as of Q1 2026.
  • United Capital Financial Advisors sold 100,806 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $23.6M.
  • iShares US Aerospace & Defense ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #755 holding.
  • United Capital Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2016 and has held it in 33 quarters since.
  • United Capital Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $22.6M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.