Ameritas Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Ameritas Advisory Services’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	$2.47M	Buy	10,183 +6,036	+146%	+$1.37M	0.05%	321
2026 Q1	$907K	Buy	4,147 +160	+4%	+$37.4K	0.04%	405
2025 Q4	$856K	Sell	3,987 -2,667	-40%	-$558K	0.03%	404
2025 Q3	$1.39M	Buy	6,654 +2,987	+81%	+$588K	0.09%	192
2025 Q2	$692K	Sell	3,667 -4,281	-54%	-$711K	0.04%	429
2025 Q1	$1.16M	Sell	7,948 -9	-0.1%	-$1.38K	0.05%	359
2024 Q4	$1.16M	Buy	7,957 +882	+12%	+$133K	0.04%	379
2024 Q3	$1.06M	Sell	7,075 -1,928	-21%	-$272K	0.05%	366
2024 Q2	$1.19M	Sell	9,003 -265	-3%	-$35.1K	0.04%	365
2024 Q1	$1.22M	Buy	9,268 +1,466	+19%	+$184K	0.05%	333
2023 Q4	$975K	Sell	7,802 -1,475	-16%	-$170K	0.05%	292
2023 Q3	$1.01M	Sell	9,277 -1,719	-16%	-$196K	0.05%	336
2023 Q2	$1.28M	Sell	10,996 -159	-1%	-$18.1K	0.16%	143
2023 Q1	$1.28M	Sell	11,155 -6,791	-38%	-$772K	0.06%	273
2022 Q4	$2.01M	Buy	17,946 +7,349	+69%	+$782K	0.09%	220
2022 Q3	$966K	Buy	10,597 +791	+8%	+$79.9K	0.06%	281
2022 Q2	$972K	Buy	9,806 +509	+5%	+$52.4K	0.06%	294
2022 Q1	$1.03M	Sell	9,297 -96	-1%	-$10.2K	0.04%	331
2021 Q4	$965K	Buy	+9,393	New	+$979K	0.04%	339

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

Ameritas Advisory Services's ITA Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares US Aerospace & Defense ETF (ITA) stake by 146% in Q2 2026, buying an estimated $1.37M and bringing the position to 10,183 shares worth $2.47M. The position accounts for 0.05% of the portfolio, ranked #321.

Ameritas Advisory Services first reported a position in ITA in Q4 2021 and has held it in 19 quarters since. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Ameritas Advisory Services held 10,183 shares of iShares US Aerospace & Defense ETF worth $2.47M as of Q2 2026.
Ameritas Advisory Services bought 6,036 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $1.37M.
iShares US Aerospace & Defense ETF made up 0.05% of Ameritas Advisory Services's portfolio in Q2 2026, its #321 holding.
Ameritas Advisory Services first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and has held it in 19 quarters since.
1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.