WealthBridge Capital Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

WealthBridge Capital Management’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	$861K	Buy	3,937 +159	+4%	+$37.2K	0.2%	90
2025 Q4	$811K	Sell	3,778 -530	-12%	-$111K	0.18%	89
2025 Q3	$901K	Sell	4,308 -150	-3%	-$29.5K	0.21%	84
2025 Q2	$841K	Hold	4,458	–	–	0.21%	86
2025 Q1	$683K	Buy	4,458 +28	+0.6%	+$4.28K	0.19%	91
2024 Q4	$644K	Buy	4,430 +200	+5%	+$30.1K	0.18%	94
2024 Q3	$633K	Buy	4,230 +200	+5%	+$28.2K	0.18%	94
2024 Q2	$532K	Buy	4,030 +935	+30%	+$124K	0.18%	94
2024 Q1	$408K	Buy	3,095 +193	+7%	+$24.2K	0.14%	110
2023 Q4	$367K	Buy	2,902 +150	+5%	+$17.3K	0.14%	111
2023 Q3	$292K	Sell	2,752 -73	-3%	-$8.33K	0.12%	124
2023 Q2	$330K	Sell	2,825 -21	-0.7%	-$2.39K	0.13%	123
2023 Q1	$328K	Buy	2,846 +10	+0.4%	+$1.14K	0.13%	133
2022 Q4	$317K	Buy	2,836 +11	+0.4%	+$1.17K	0.13%	144
2022 Q3	$280K	Hold	2,825	–	–	0.12%	156
2022 Q2	$280K	Buy	2,825 +125	+5%	+$12.9K	0.12%	156
2022 Q1	$299K	Sell	2,700 -675	-20%	-$71.8K	0.11%	137
2021 Q4	$347K	Sell	3,375 -530	-14%	-$55.3K	0.13%	122
2021 Q3	$407K	Sell	3,905 -103	-3%	-$10.9K	0.15%	108
2021 Q2	$439K	Sell	4,008 -96	-2%	-$10.3K	0.16%	104
2021 Q1	$427K	Hold	4,104	–	–	0.17%	98
2020 Q4	$389K	Sell	4,104 -200	-5%	-$17.6K	0.17%	97
2020 Q3	$341K	Sell	4,304 -942	-18%	-$77.2K	0.17%	94
2020 Q2	$432K	Sell	5,246 -1,796	-26%	-$142K	0.24%	77
2020 Q1	$506K	Sell	7,042 -804	-10%	-$82.3K	0.35%	63
2019 Q4	$871K	Buy	7,846 +1,500	+24%	+$168K	0.56%	45
2019 Q3	$713K	Sell	6,346 -298	-4%	-$32.6K	0.51%	51
2019 Q2	$574K	Buy	6,644 +468	+8%	+$48.5K	0.52%	49
2019 Q1	$640K	Sell	6,176 -468	-7%	-$45.7K	0.41%	51
2018 Q4	$574K	Buy	+6,644	New	+$640K	0.44%	49

Other funds holding ITA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthBridge Capital Management's ITA Position: Q1 2026 in Review

WealthBridge Capital Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 4.2% in Q1 2026, buying an estimated $37.2K and bringing the position to 3,937 shares worth $861K. The position accounts for 0.2% of the portfolio, ranked #90.

WealthBridge Capital Management first reported a position in ITA in Q4 2018 and has held it in 30 quarters since. The position peaked at $901K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

WealthBridge Capital Management held 3,937 shares of iShares US Aerospace & Defense ETF worth $861K as of Q1 2026.
WealthBridge Capital Management bought 159 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $37.2K.
iShares US Aerospace & Defense ETF made up 0.2% of WealthBridge Capital Management's portfolio in Q1 2026, its #90 holding.
WealthBridge Capital Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 30 quarters since.
WealthBridge Capital Management's iShares US Aerospace & Defense ETF position peaked at $901K in Q3 2025.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.