BOLTON SECURITIES CORPORATION’s iShares US Aerospace & Defense ETF ITA Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025 Q1	$4.59M	Buy	+89,976	New	+$4.58M	0.27%	93

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ITA Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q1 2025: 89,976 shares worth $4.59M. The stake represents 0.27% of the portfolio and ranks #93 among its holdings.

705 funds tracked by Wall St. Rank hold ITA as of Q1 2025.

BOLTON SECURITIES CORPORATION held 89,976 shares of iShares US Aerospace & Defense ETF worth $4.59M as of Q1 2025.
iShares US Aerospace & Defense ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares US Aerospace & Defense ETF made up 0.27% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #93 holding.
705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.