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Axis Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Axis Wealth Partners’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 		$462K Sell
1,905
-9
-0.5% -$2.05K 0.22% 109
2026
Q1 		$419K Buy
1,914
+105
+6% +$24.6K 0.22% 113
2025
Q4 		$388K Hold
1,809
– – 0.21% 120
2025
Q3 		$378K Buy
1,809
+29
+2% +$5.71K 0.22% 112
2025
Q2 		$336K Sell
1,780
-67
-4% -$11.1K 0.22% 111
2025
Q1 		$283K Buy
1,847
+77
+4% +$11.8K 0.21% 117
2024
Q4 		$257K Buy
+1,770
New +$267K 0.22% 116

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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axis Wealth Partners's ITA Position: Q2 2026 in Review

Axis Wealth Partners reduced its iShares US Aerospace & Defense ETF (ITA) stake by 0.47% in Q2 2026, selling an estimated $2.05K and leaving 1,905 shares worth $462K. The position accounts for 0.22% of the portfolio, ranked #109.

Axis Wealth Partners first reported a position in ITA in Q4 2024 and has held it in 7 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Axis Wealth Partners held 1,905 shares of iShares US Aerospace & Defense ETF worth $462K as of Q2 2026.
  • Axis Wealth Partners sold 9 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $2.05K.
  • iShares US Aerospace & Defense ETF made up 0.22% of Axis Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Axis Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.