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Visionary Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Visionary Wealth 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 		$242K Sell
1,108
-118
-10% -$27.6K 0.01% 565
2025
Q4 		$263K Sell
1,226
-789
-39% -$165K 0.01% 525
2025
Q3 		$422K Buy
2,015
+458
+29% +$90.2K 0.02% 426
2025
Q2 		$294K Buy
1,557
+60
+4% +$9.96K 0.02% 463
2025
Q1 		$229K Sell
1,497
-1,946
-57% -$297K 0.01% 497
2024
Q4 		$500K Sell
3,443
-197
-5% -$29.7K 0.03% 354
2024
Q3 		$545K Buy
3,640
+61
+2% +$8.6K 0.03% 336
2024
Q2 		$473K Sell
3,579
-44
-1% -$5.83K 0.03% 333
2024
Q1 		$478K Buy
3,623
+1,156
+47% +$145K 0.03% 327
2023
Q4 		$312K Sell
2,467
-239
-9% -$27.6K 0.02% 383
2023
Q3 		$287K Sell
2,706
-7
-0.3% -$798 0.02% 373
2023
Q2 		$317K Sell
2,713
-32
-1% -$3.64K 0.03% 358
2023
Q1 		$316K Buy
2,745
+491
+22% +$55.8K 0.03% 346
2022
Q4 		$252K Sell
2,254
-17
-0.7% -$1.81K 0.02% 359
2022
Q3 		$207K Sell
2,271
-472
-17% -$47.7K 0.02% 364
2022
Q2 		$272K Buy
+2,743
New +$282K 0.02% 341

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

Visionary Wealth Advisors's ITA Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 9.6% in Q1 2026, selling an estimated $27.6K and leaving 1,108 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #565.

Visionary Wealth Advisors first reported a position in ITA in Q2 2022 and has held it in 16 quarters since. The position peaked at $545K in Q3 2024. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Visionary Wealth Advisors held 1,108 shares of iShares US Aerospace & Defense ETF worth $242K as of Q1 2026.
  • Visionary Wealth Advisors sold 118 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $27.6K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #565 holding.
  • Visionary Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2022 and has held it in 16 quarters since.
  • Visionary Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $545K in Q3 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.