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

Anchor 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	$17.5K	Hold	72	–	–	﹤0.01%	791
2026 Q1	$15.8K	Hold	72	–	–	﹤0.01%	773
2025 Q4	$15.5K	Hold	72	–	–	﹤0.01%	759
2025 Q3	$15.1K	Hold	72	–	–	﹤0.01%	760
2025 Q2	$13.6K	Hold	72	–	–	﹤0.01%	766
2025 Q1	$11K	Hold	72	–	–	﹤0.01%	776
2024 Q4	$10.5K	Hold	72	–	–	﹤0.01%	786
2024 Q3	$10.8K	Hold	72	–	–	﹤0.01%	772
2024 Q2	$9.51K	Hold	72	–	–	﹤0.01%	758
2024 Q1	$9.5K	Hold	72	–	–	﹤0.01%	785
2023 Q4	$9.12K	Hold	72	–	–	﹤0.01%	757
2023 Q3	$7.63K	Hold	72	–	–	﹤0.01%	784
2023 Q2	$8.4K	Hold	72	–	–	﹤0.01%	760
2023 Q1	$8.29K	Hold	72	–	–	﹤0.01%	771
2022 Q4	$8.05K	Buy	+72	New	+$7.66K	﹤0.01%	748

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

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

Anchor Investment Management held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 72 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Anchor Investment Management first reported a position in ITA in Q4 2022 and has held it in 15 quarters since. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Anchor Investment Management held 72 shares of iShares US Aerospace & Defense ETF worth $17.5K as of Q2 2026.
Anchor Investment Management left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #791 holding.
Anchor Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 15 quarters since.
1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.