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Atria Wealth Solutions’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$3.18M Sell
16,881
-15,303
-48% -$2.54M 0.07% 301
2025
Q1 		$4.93M Sell
32,184
-7,621
-19% -$1.16M 0.06% 341
2024
Q4 		$5.79M Sell
39,805
-2,147
-5% -$323K 0.06% 320
2024
Q3 		$6.28M Sell
41,952
-2,483
-6% -$350K 0.07% 292
2024
Q2 		$5.87M Sell
44,435
-4,624
-9% -$613K 0.06% 299
2024
Q1 		$6.47M Buy
49,059
+1,805
+4% +$226K 0.07% 277
2023
Q4 		$5.98M Buy
47,254
+5,938
+14% +$686K 0.07% 262
2023
Q3 		$4.39M Sell
41,316
-9,054
-18% -$1.03M 0.06% 320
2023
Q2 		$5.88M Buy
50,370
+5,574
+12% +$634K 0.08% 242
2023
Q1 		$5.16M Buy
44,796
+11,602
+35% +$1.32M 0.08% 257
2022
Q4 		$3.71M Buy
33,194
+3,277
+11% +$349K 0.06% 326
2022
Q3 		$2.73M Buy
29,917
+27,076
+953% +$2.74M 0.05% 380
2022
Q2 		$282K Sell
2,841
-9,258
-77% -$953K 0.01% 1245
2022
Q1 		$1.34M Buy
+12,099
New +$1.29M 0.02% 616

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Wealth Solutions's ITA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares US Aerospace & Defense ETF (ITA) stake by 48% in Q2 2025, selling an estimated $2.54M and leaving 16,881 shares worth $3.18M. The position accounts for 0.07% of the portfolio, ranked #301.

Atria Wealth Solutions first reported a position in ITA in Q1 2022 and has held it in 14 quarters since. The position peaked at $6.47M in Q1 2024. 753 funds tracked by Wall St. Rank hold ITA as of Q2 2025.

  • Atria Wealth Solutions held 16,881 shares of iShares US Aerospace & Defense ETF worth $3.18M as of Q2 2025.
  • Atria Wealth Solutions sold 15,303 iShares US Aerospace & Defense ETF shares in Q2 2025, an estimated $2.54M.
  • iShares US Aerospace & Defense ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #301 holding.
  • Atria Wealth Solutions first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares US Aerospace & Defense ETF position peaked at $6.47M in Q1 2024.
  • 753 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.