Aurora Private Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Aurora Private Wealth’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	$433K	Sell	1,785 -135	-7%	-$30.7K	0.27%	88
2026 Q1	$414K	Sell	1,920 -122	-6%	-$28.5K	0.29%	84
2025 Q4	$438K	Buy	+2,042	New	+$428K	0.29%	84
2025 Q2	$277K	Sell	1,470 -115	-7%	-$19.1K	0.21%	123
2025 Q1	$243K	Sell	1,585 -1,493	-49%	-$228K	0.19%	124
2024 Q4	$447K	Buy	3,078 +1,395	+83%	+$210K	0.33%	78
2024 Q3	$252K	Hold	1,683	–	–	0.2%	126
2024 Q2	$222K	Buy	1,683 +1	+0.1%	+$133	0.19%	134
2024 Q1	$221K	Buy	1,682 +1	+0.1%	+$125	0.19%	140
2023 Q4	$213K	Buy	+1,681	New	+$194K	0.2%	143
2020 Q2	–	Sell	-2,842	Closed	-$204K	–	204
2020 Q1	$204K	Buy	+2,842	New	+$291K	0.07%	208

Other funds holding ITA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Aurora Private Wealth's ITA Position: Q2 2026 in Review

Aurora Private Wealth reduced its iShares US Aerospace & Defense ETF (ITA) stake by 7% in Q2 2026, selling an estimated $30.7K and leaving 1,785 shares worth $433K. The position accounts for 0.27% of the portfolio, ranked #88.

Aurora Private Wealth first reported a position in ITA in Q1 2020 and has held it in 11 quarters since. The position peaked at $447K in Q4 2024. 384 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Aurora Private Wealth held 1,785 shares of iShares US Aerospace & Defense ETF worth $433K as of Q2 2026.
Aurora Private Wealth sold 135 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $30.7K.
iShares US Aerospace & Defense ETF made up 0.27% of Aurora Private Wealth's portfolio in Q2 2026, its #88 holding.
Aurora Private Wealth first reported a position in iShares US Aerospace & Defense ETF in Q1 2020 and has held it in 11 quarters since.
Aurora Private Wealth's iShares US Aerospace & Defense ETF position peaked at $447K in Q4 2024.
384 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.