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

Western Wealth 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 		$5.88M Sell
26,860
-3,075
-10% -$719K 0.22% 90
2025
Q4 		$6.43M Buy
29,935
+18,737
+167% +$3.92M 0.3% 59
2025
Q3 		$2.34M Buy
11,198
+1,182
+12% +$233K 0.12% 160
2025
Q2 		$1.89M Buy
10,016
+260
+3% +$43.2K 0.11% 173
2025
Q1 		$1.49M Sell
9,756
-93
-0.9% -$14.2K 0.1% 195
2024
Q4 		$1.43M Buy
9,849
+1,518
+18% +$229K 0.09% 191
2024
Q3 		$1.25M Buy
8,331
+476
+6% +$67.1K 0.07% 270
2024
Q2 		$1.04M Buy
7,855
+666
+9% +$88.3K 0.08% 223
2024
Q1 		$949K Sell
7,189
-59
-0.8% -$7.4K 0.07% 239
2023
Q4 		$918K Buy
7,248
+498
+7% +$57.5K 0.07% 293
2023
Q3 		$715K Buy
6,750
+289
+4% +$33K 0.06% 313
2023
Q2 		$754K Buy
6,461
+553
+9% +$62.9K 0.06% 294
2023
Q1 		$680K Sell
5,908
-237
-4% -$27K 0.06% 301
2022
Q4 		$687K Sell
6,145
-5,208
-46% -$554K 0.07% 291
2022
Q3 		$1.03M Buy
11,353
+341
+3% +$34.5K 0.06% 298
2022
Q2 		$1.09M Sell
11,012
-278
-2% -$28.6K 0.06% 290
2022
Q1 		$1.25M Buy
11,290
+5,326
+89% +$566K 0.06% 294
2021
Q4 		$614K Buy
+5,964
New +$622K 0.06% 290
2021
Q2 		$640K Sell
5,874
-68
-1% -$7.32K 0.07% 306
2021
Q1 		$619K Sell
5,942
-1,034
-15% -$101K 0.08% 241
2020
Q4 		$661K Sell
6,976
-384
-5% -$33.8K 0.1% 208
2020
Q3 		$584K Sell
7,360
-4,006
-35% -$328K 0.1% 212
2020
Q2 		$937K Sell
11,366
-5,300
-32% -$418K 0.17% 136
2020
Q1 		$1.2M Sell
16,666
-942
-5% -$96.4K 0.28% 86
2019
Q4 		$1.96M Sell
17,608
-280
-2% -$31.4K 0.3% 77
2019
Q3 		$2M Sell
17,888
-244
-1% -$26.7K 0.42% 55
2019
Q2 		$1.93M Sell
18,132
-1,068
-6% -$111K 0.25% 83
2019
Q1 		$1.92M Buy
19,200
+2,416
+14% +$236K 0.43% 53
2018
Q4 		$1.45M Buy
+16,784
New +$1.62M 0.39% 57

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

Western Wealth Management's ITA Position: Q1 2026 in Review

Western Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 10% in Q1 2026, selling an estimated $719K and leaving 26,860 shares worth $5.88M. The position accounts for 0.22% of the portfolio, ranked #90.

Western Wealth Management first reported a position in ITA in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.43M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Western Wealth Management held 26,860 shares of iShares US Aerospace & Defense ETF worth $5.88M as of Q1 2026.
  • Western Wealth Management sold 3,075 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $719K.
  • iShares US Aerospace & Defense ETF made up 0.22% of Western Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Western Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's iShares US Aerospace & Defense ETF position peaked at $6.43M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.