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 Q3	$370K	Buy	5,358 +3	+0.1%	+$233	0.23%	106
2026 Q2	$433K	Sell	5,355 -405	-7%	-$30.7K	0.27%	88
2026 Q1	$414K	Sell	5,760 -366	-6%	-$28.5K	0.29%	84
2025 Q4	$438K	Buy	+6,126	New	+$428K	0.29%	84
2025 Q2	$277K	Sell	4,410 -345	-7%	-$19.1K	0.21%	123
2025 Q1	$243K	Sell	4,755 -4,479	-49%	-$228K	0.19%	124
2024 Q4	$447K	Buy	9,234 +4,185	+83%	+$210K	0.33%	78
2024 Q3	$252K	Hold	5,049	–	–	0.2%	126
2024 Q2	$222K	Buy	5,049 +3	+0.1%	+$133	0.19%	134
2024 Q1	$221K	Buy	5,046 +3	+0.1%	+$125	0.19%	140
2023 Q4	$213K	Buy	+5,043	New	+$194K	0.2%	143
2020 Q2	–	Sell	-8,526	Closed	-$204K	–	204
2020 Q1	$204K	Buy	+8,526	New	+$291K	0.07%	208

Other funds holding ITA

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Aurora Private Wealth's ITA Position: Q3 2026 in Review

Aurora Private Wealth increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.06% in Q3 2026, buying an estimated $233 and bringing the position to 5,358 shares worth $370K. The position accounts for 0.23% of the portfolio, ranked #106.

Aurora Private Wealth first reported a position in ITA in Q1 2020 and has held it in 12 quarters since. The position peaked at $447K in Q4 2024. 574 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Aurora Private Wealth held 5,358 shares of iShares US Aerospace & Defense ETF worth $370K as of Q3 2026.
Aurora Private Wealth bought 3 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $233.
iShares US Aerospace & Defense ETF made up 0.23% of Aurora Private Wealth's portfolio in Q3 2026, its #106 holding.
Aurora Private Wealth first reported a position in iShares US Aerospace & Defense ETF in Q1 2020 and has held it in 12 quarters since.
Aurora Private Wealth's iShares US Aerospace & Defense ETF position peaked at $447K in Q4 2024.
574 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.