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

Wealth Quarterback’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 		$2.49M Buy
11,393
+7,094
+165% +$1.66M 0.98% 22
2025
Q4 		$923K Sell
4,299
-863
-17% -$181K 0.33% 55
2025
Q3 		$1.08M Buy
5,162
+245
+5% +$48.3K 0.42% 51
2025
Q2 		$927K Sell
4,917
-1,270
-21% -$211K 0.44% 54
2025
Q1 		$947K Sell
6,187
-7,987
-56% -$1.22M 0.53% 47
2024
Q4 		$2.06M Buy
14,174
+3,993
+39% +$602K 0.97% 18
2024
Q3 		$1.52M Sell
10,181
-13,581
-57% -$1.92M 0.79% 25
2024
Q2 		$3.14M Buy
23,762
+18,891
+388% +$2.5M 1.78% 11
2024
Q1 		$643K Sell
4,871
-2,374
-33% -$298K 0.36% 64
2023
Q4 		$917K Buy
+7,245
New +$837K 0.56% 38

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

Wealth Quarterback's ITA Position: Q1 2026 in Review

Wealth Quarterback increased its iShares US Aerospace & Defense ETF (ITA) stake by 165% in Q1 2026, buying an estimated $1.66M and bringing the position to 11,393 shares worth $2.49M. The position accounts for 0.98% of the portfolio, ranked #22.

Wealth Quarterback first reported a position in ITA in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.14M in Q2 2024. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Wealth Quarterback held 11,393 shares of iShares US Aerospace & Defense ETF worth $2.49M as of Q1 2026.
  • Wealth Quarterback bought 7,094 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $1.66M.
  • iShares US Aerospace & Defense ETF made up 0.98% of Wealth Quarterback's portfolio in Q1 2026, its #22 holding.
  • Wealth Quarterback first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 10 quarters since.
  • Wealth Quarterback's iShares US Aerospace & Defense ETF position peaked at $3.14M in Q2 2024.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.