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Base Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Base Wealth Management’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 		$2.69M Buy
11,110
+1,606
+17% +$366K 1.25% 20
2026
Q1 		$2.08M Buy
+9,504
New +$2.22M 1.16% 18

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Base Wealth Management's ITA Position: Q2 2026 in Review

Base Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 17% in Q2 2026, buying an estimated $366K and bringing the position to 11,110 shares worth $2.69M. The position accounts for 1.25% of the portfolio, ranked #20.

Base Wealth Management first reported a position in ITA in Q1 2026 and has held it in 2 quarters since. 831 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Base Wealth Management held 11,110 shares of iShares US Aerospace & Defense ETF worth $2.69M as of Q2 2026.
  • Base Wealth Management bought 1,606 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $366K.
  • iShares US Aerospace & Defense ETF made up 1.25% of Base Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Base Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 831 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

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