Artemis Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Artemis Wealth Advisors’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	$2.04M	Buy	8,426 +6	+0.1%	+$1.37K	0.24%	30
2026 Q1	$1.84M	Buy	8,420 +6	+0.1%	+$1.4K	0.28%	25
2025 Q4	$1.81M	Hold	8,414	–	–	0.26%	22
2025 Q3	$1.76M	Buy	8,414 +31	+0.4%	+$6.11K	0.19%	19
2025 Q2	$1.58M	Buy	8,383 +8	+0.1%	+$1.33K	0.18%	18
2025 Q1	$1.28M	Buy	8,375 +13	+0.2%	+$1.99K	0.27%	10
2024 Q4	$1.22M	Buy	8,362 +26	+0.3%	+$3.92K	0.22%	21
2024 Q3	$1.25M	Buy	8,336 +12	+0.1%	+$1.69K	0.12%	19
2024 Q2	$1.1M	Buy	8,324 +19	+0.2%	+$2.52K	0.1%	20
2024 Q1	$1.1M	Buy	8,305 +17	+0.2%	+$2.13K	0.11%	22
2023 Q4	$1.05M	Buy	8,288 +28	+0.3%	+$3.23K	0.2%	12
2023 Q3	$875K	Hold	8,260	–	–	0.16%	17
2023 Q2	$964K	Hold	8,260	–	–	0.18%	17
2023 Q1	$951K	Hold	8,260	–	–	0.24%	10
2022 Q4	$924K	Hold	8,260	–	–	0.28%	13
2022 Q3	$753K	Hold	8,260	–	–	0.2%	13
2022 Q2	$819K	Buy	+8,260	New	+$850K	0.22%	11

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

Artemis Wealth Advisors's ITA Position: Q2 2026 in Review

Artemis Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.07% in Q2 2026, buying an estimated $1.37K and bringing the position to 8,426 shares worth $2.04M. The position accounts for 0.24% of the portfolio, ranked #30.

Artemis Wealth Advisors first reported a position in ITA in Q2 2022 and has held it in 17 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Artemis Wealth Advisors held 8,426 shares of iShares US Aerospace & Defense ETF worth $2.04M as of Q2 2026.
Artemis Wealth Advisors bought 6 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $1.37K.
iShares US Aerospace & Defense ETF made up 0.24% of Artemis Wealth Advisors's portfolio in Q2 2026, its #30 holding.
Artemis Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2022 and has held it in 17 quarters since.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Artemis Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.