360 Financial’s iShares US Aerospace & Defense ETF ITA Stock Holding History

360 Financial’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 Q2	$16.5M	Buy	68,015 +2,146	+3%	+$489K	4.19%	8
2026 Q1	$14.4M	Buy	+65,869	New	+$15.4M	4.34%	9
2020 Q3	–	Sell	-38,472	Closed	-$3.08M	–	73
2020 Q2	$3.08M	Sell	38,472 -22,758	-37%	-$1.8M	2.56%	11
2020 Q1	$4.4M	Buy	61,230 +1,700	+3%	+$174K	4.62%	8
2019 Q4	$7.11M	Buy	+59,530	New	+$6.69M	5.24%	7

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 $445B AUM 25.58% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

360 Financial's ITA Position: Q2 2026 in Review

360 Financial increased its iShares US Aerospace & Defense ETF (ITA) stake by 3.3% in Q2 2026, buying an estimated $489K and bringing the position to 68,015 shares worth $16.5M. The position accounts for 4.19% of the portfolio, ranked #8.

360 Financial first reported a position in ITA in Q4 2019 and has held it in 5 quarters since. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

360 Financial held 68,015 shares of iShares US Aerospace & Defense ETF worth $16.5M as of Q2 2026.
360 Financial bought 2,146 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $489K.
iShares US Aerospace & Defense ETF made up 4.19% of 360 Financial's portfolio in Q2 2026, its #8 holding.
360 Financial first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 5 quarters since.
1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.