Zullo Investment Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Zullo Investment Group’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	$299K	Buy	1,367 +317	+30%	+$74.2K	0.11%	122
2025 Q4	$226K	Buy	1,050 +88	+9%	+$18.4K	0.08%	140
2025 Q3	$201K	Buy	+962	New	+$189K	0.07%	146
2023 Q1	–	Sell	-713	Closed	-$79.7K	–	426
2022 Q4	$79.7K	Buy	713 +8	+1%	+$852	0.05%	222
2022 Q3	$64K	Buy	705 +34	+5%	+$3.44K	0.04%	239
2022 Q2	$67K	Buy	671 +41	+7%	+$4.22K	0.04%	247
2022 Q1	$70K	Buy	630 +410	+186%	+$43.6K	0.04%	263
2021 Q4	$23K	Buy	+220	New	+$22.9K	0.01%	408

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

Zullo Investment Group's ITA Position: Q1 2026 in Review

Zullo Investment Group increased its iShares US Aerospace & Defense ETF (ITA) stake by 30% in Q1 2026, buying an estimated $74.2K and bringing the position to 1,367 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #122.

Zullo Investment Group first reported a position in ITA in Q4 2021 and has held it in 8 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Zullo Investment Group held 1,367 shares of iShares US Aerospace & Defense ETF worth $299K as of Q1 2026.
Zullo Investment Group bought 317 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $74.2K.
iShares US Aerospace & Defense ETF made up 0.11% of Zullo Investment Group's portfolio in Q1 2026, its #122 holding.
Zullo Investment Group first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and has held it in 8 quarters since.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.