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Y.D. More Investments’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Y.D. More Investments’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 		$243K Buy
1,149
+240
+26% +$56.1K 0.01% 191
2025
Q4 		$195K Sell
909
-172
-16% -$36K 0.01% 201
2025
Q3 		$225K Sell
1,081
-263
-20% -$51.8K 0.01% 194
2025
Q2 		$252K Buy
1,344
+408
+44% +$67.7K 0.02% 181
2025
Q1 		$143K Buy
936
+85
+10% +$13K 0.01% 232
2024
Q4 		$124K Sell
851
-9
-1% -$1.36K 0.01% 238
2024
Q3 		$128K Buy
860
+98
+13% +$13.8K 0.01% 233
2024
Q2 		$101K Sell
762
-100
-12% -$13.3K 0.01% 253
2024
Q1 		$114K Hold
862
– – 0.02% 197
2023
Q4 		$109K Buy
862
+107
+14% +$12.4K 0.02% 196
2023
Q3 		$79.9K Buy
755
+10
+1% +$1.14K 0.02% 209
2023
Q2 		$86.9K Sell
745
-80
-10% -$9.1K 0.02% 185
2023
Q1 		$94.8K Hold
825
– – 0.02% 183
2022
Q4 		$91.9K Buy
+825
New +$87.8K 0.02% 210

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

Y.D. More Investments's ITA Position: Q1 2026 in Review

Y.D. More Investments increased its iShares US Aerospace & Defense ETF (ITA) stake by 26% in Q1 2026, buying an estimated $56.1K and bringing the position to 1,149 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #191.

Y.D. More Investments first reported a position in ITA in Q4 2022 and has held it in 14 quarters since. The position peaked at $252K in Q2 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Y.D. More Investments held 1,149 shares of iShares US Aerospace & Defense ETF worth $243K as of Q1 2026.
  • Y.D. More Investments bought 240 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $56.1K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Y.D. More Investments's portfolio in Q1 2026, its #191 holding.
  • Y.D. More Investments first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 14 quarters since.
  • Y.D. More Investments's iShares US Aerospace & Defense ETF position peaked at $252K in Q2 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.