USAdvisors Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $214K | Buy |
1,017
+1
| +0.1% | +$234 | 0.07% | 127 |
|
|
2025
Q4 | $218K | Hold |
1,016
| – | – | 0.07% | 130 |
|
|
2025
Q3 | $212K | Sell |
1,016
-71
| -7% | -$14K | 0.07% | 127 |
|
|
2025
Q2 | $205K | Sell |
1,087
-341
| -24% | -$56.6K | 0.08% | 126 |
|
|
2025
Q1 | $218K | Buy |
1,428
+2
| +0.1% | +$305 | 0.08% | 125 |
|
|
2024
Q4 | $207K | Sell |
1,426
-44
| -3% | -$6.63K | 0.07% | 131 |
|
|
2024
Q3 | $218K | Sell |
1,470
-507
| -26% | -$71.5K | 0.08% | 116 |
|
|
2024
Q2 | $261K | Sell |
1,977
-12,291
| -86% | -$1.63M | 0.09% | 104 |
|
|
2024
Q1 | $1.88M | Sell |
14,268
-323
| -2% | -$40.5K | 0.71% | 44 |
|
|
2023
Q4 | $1.85M | Buy |
14,591
+286
| +2% | +$33K | 0.77% | 40 |
|
|
2023
Q3 | $1.51M | Buy |
14,305
+312
| +2% | +$35.6K | 0.68% | 39 |
|
|
2023
Q2 | $1.64M | Sell |
13,993
-9,289
| -40% | -$1.06M | 0.77% | 38 |
|
|
2023
Q1 | $2.68M | Buy |
23,282
+739
| +3% | +$84.1K | 1.28% | 27 |
|
|
2022
Q4 | $2.52M | Buy |
22,543
+6,523
| +41% | +$694K | 1.22% | 26 |
|
|
2022
Q3 | $1.46M | Sell |
16,020
-236
| -1% | -$23.8K | 0.75% | 33 |
|
|
2022
Q2 | $1.61M | Buy |
16,256
+3,042
| +23% | +$313K | 0.81% | 32 |
|
|
2022
Q1 | $1.46M | Buy |
13,214
+1,278
| +11% | +$136K | 0.62% | 38 |
|
|
2021
Q4 | $1.23M | Buy |
11,936
+233
| +2% | +$24.3K | 0.5% | 45 |
|
|
2021
Q3 | $1.22M | Buy |
11,703
+200
| +2% | +$21.2K | 0.53% | 43 |
|
|
2021
Q2 | $1.26M | Sell |
11,503
-189
| -2% | -$20.3K | 0.68% | 36 |
|
|
2021
Q1 | $1.22M | Sell |
11,692
-159
| -1% | -$15.5K | 0.59% | 39 |
|
|
2020
Q4 | $1.12M | Buy |
11,851
+3
| +0% | +$264 | 0.54% | 42 |
|
|
2020
Q3 | $938 | Sell |
11,848
-476
| -4% | -$39K | 0.15% | 44 |
|
|
2020
Q2 | $1.01M | Sell |
12,324
-1,716
| -12% | -$135K | 0.54% | 39 |
|
|
2020
Q1 | $1.01M | Buy |
14,040
+10,748
| +326% | +$1.1M | 0.62% | 37 |
|
|
2019
Q4 | $366K | Buy |
3,292
+6
| +0.2% | +$674 | 0.19% | 59 |
|
|
2019
Q3 | $369K | Buy |
3,286
+176
| +6% | +$19.2K | 0.19% | 43 |
|
|
2019
Q2 | $333 | Sell |
3,110
-1,230
| -28% | -$127K | 0.14% | 41 |
|
|
2019
Q1 | $433K | Buy |
4,340
+14
| +0.3% | +$1.37K | 0.31% | 28 |
|
|
2018
Q4 | $374K | Sell |
4,326
-88
| -2% | -$8.48K | 0.31% | 29 |
|
|
2018
Q3 | $478K | Buy |
4,414
+266
| +6% | +$27.4K | 0.34% | 38 |
|
|
2018
Q2 | $399K | Hold |
4,148
| – | – | 0.3% | 40 |
|
|
2018
Q1 | $411K | Sell |
4,148
-376
| -8% | -$37.3K | 0.33% | 35 |
|
|
2017
Q4 | $426K | Buy |
+4,524
| New | +$414K | 0.36% | 27 |
|
Other funds holding ITA
USAdvisors Wealth Management's ITA Position: Q1 2026 in Review
USAdvisors Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.1% in Q1 2026, buying an estimated $234 and bringing the position to 1,017 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #127.
USAdvisors Wealth Management first reported a position in ITA in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.68M in Q1 2023. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.
- USAdvisors Wealth Management held 1,017 shares of iShares US Aerospace & Defense ETF worth $214K as of Q1 2026.
- USAdvisors Wealth Management bought 1 iShares US Aerospace & Defense ETF share in Q1 2026, an estimated $234.
- iShares US Aerospace & Defense ETF made up 0.07% of USAdvisors Wealth Management's portfolio in Q1 2026, its #127 holding.
- USAdvisors Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and has held it in 34 quarters since.
- USAdvisors Wealth Management's iShares US Aerospace & Defense ETF position peaked at $2.68M in Q1 2023.
- 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.
Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.