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Vermillion & White Wealth Management Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Vermillion & White Wealth Management 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
2026
Q1 		– Sell
-20
Closed -$4.29K – 289
2025
Q4 		$4.29K Buy
+20
New +$4.19K ﹤0.01% 434

Other funds holding ITA

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Vermillion & White Wealth Management Group's ITA Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2026, closing a stake of 20 shares — an estimated $4.29K sold.

Vermillion & White Wealth Management Group first reported a position in ITA in Q4 2025 and held it in 1 quarter. The position peaked at $4.29K in Q4 2025. 1,030 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 20 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $4.29K.
  • Vermillion & White Wealth Management Group first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's iShares US Aerospace & Defense ETF position peaked at $4.29K in Q4 2025.
  • 1,030 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.