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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
2023
Q2 		– Sell
-2,500
Closed -$274K – 1932
2023
Q1 		$274K Buy
+2,500
New +$284K ﹤0.01% 1470

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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. 751 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.
  • 751 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.