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Wealthspire Advisors (New York)’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Wealthspire Advisors (New York)’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 		$1.76M Buy
8,023
+892
+13% +$209K 0.01% 305
2025
Q4 		$1.53M Buy
7,131
+517
+8% +$108K 0.01% 343
2025
Q3 		$1.38M Buy
6,614
+438
+7% +$86.3K 0.01% 331
2025
Q2 		$1.17M Buy
6,176
+575
+10% +$95.5K 0.01% 356
2025
Q1 		$857K Buy
5,601
+69
+1% +$10.5K 0.01% 410
2024
Q4 		$804K Sell
5,532
-250
-4% -$37.7K 0.01% 415
2024
Q3 		$865K Buy
5,782
+279
+5% +$39.3K 0.01% 396
2024
Q2 		$727K Buy
5,503
+1,768
+47% +$234K 0.01% 363
2024
Q1 		$493K Buy
3,735
+911
+32% +$114K 0.01% 430
2023
Q4 		$357K Buy
2,824
+266
+10% +$30.7K 0.01% 481
2023
Q3 		$271K Buy
2,558
+262
+11% +$29.9K ﹤0.01% 503
2023
Q2 		$268K Buy
2,296
+3
+0.1% +$341 ﹤0.01% 472
2023
Q1 		$264K Buy
2,293
+3
+0.1% +$341 ﹤0.01% 460
2022
Q4 		$256K Buy
2,290
+3
+0.1% +$319 ﹤0.01% 488
2022
Q3 		$209K Buy
2,287
+5
+0.2% +$505 ﹤0.01% 473
2022
Q2 		$226K Buy
2,282
+4
+0.2% +$412 ﹤0.01% 457
2022
Q1 		$252K Buy
2,278
+2
+0.1% +$213 0.01% 382
2021
Q4 		$234K Buy
2,276
+2
+0.1% +$209 0.01% 487
2021
Q3 		$237K Sell
2,274
-126
-5% -$13.4K ﹤0.01% 510
2021
Q2 		$263K Buy
2,400
+132
+6% +$14.2K 0.01% 314
2021
Q1 		$236K Buy
+2,268
New +$221K 0.01% 629
2020
Q2 		– Sell
-2,868
Closed -$206K – 404
2020
Q1 		$206K Buy
2,868
+686
+31% +$70.2K 0.01% 488
2019
Q4 		$242K Buy
2,182
+12
+0.6% +$1.35K 0.02% 179
2019
Q3 		$244K Buy
+2,170
New +$237K 0.02% 137

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

Wealthspire Advisors (New York)'s ITA Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares US Aerospace & Defense ETF (ITA) stake by 13% in Q1 2026, buying an estimated $209K and bringing the position to 8,023 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #305.

Wealthspire Advisors (New York) first reported a position in ITA in Q3 2019 and has held it in 24 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Wealthspire Advisors (New York) held 8,023 shares of iShares US Aerospace & Defense ETF worth $1.76M as of Q1 2026.
  • Wealthspire Advisors (New York) bought 892 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $209K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #305 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares US Aerospace & Defense ETF in Q3 2019 and has held it in 24 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.