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Advyzon Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Advyzon Investment 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
Q2 		$891K Sell
3,674
-1,363
-27% -$310K 0.06% 286
2026
Q1 		$1.1M Sell
5,037
-4,695
-48% -$1.1M 0.1% 207
2025
Q4 		$2.09M Buy
+9,732
New +$2.04M 0.24% 101

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advyzon Investment Management's ITA Position: Q2 2026 in Review

Advyzon Investment Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 27% in Q2 2026, selling an estimated $310K and leaving 3,674 shares worth $891K. The position accounts for 0.06% of the portfolio, ranked #286.

Advyzon Investment Management first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.09M in Q4 2025. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Advyzon Investment Management held 3,674 shares of iShares US Aerospace & Defense ETF worth $891K as of Q2 2026.
  • Advyzon Investment Management sold 1,363 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $310K.
  • iShares US Aerospace & Defense ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #286 holding.
  • Advyzon Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • Advyzon Investment Management's iShares US Aerospace & Defense ETF position peaked at $2.09M in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.