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

BCS Private 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	$6.81M	Buy	28,094 +743	+3%	+$169K	2.05%	12
2026 Q1	$5.98M	Buy	27,351 +525	+2%	+$123K	1.82%	11
2025 Q4	$5.76M	Sell	26,826 -39	-0.1%	-$8.16K	1.97%	12
2025 Q3	$5.62M	Buy	26,865 +1,145	+4%	+$226K	2.01%	9
2025 Q2	$4.85M	Buy	+25,720	New	+$4.27M	1.82%	10

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCS Private Wealth Management's ITA Position: Q2 2026 in Review

BCS Private Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 2.7% in Q2 2026, buying an estimated $169K and bringing the position to 28,094 shares worth $6.81M. The position accounts for 2.05% of the portfolio, ranked #12.

BCS Private Wealth Management first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

BCS Private Wealth Management held 28,094 shares of iShares US Aerospace & Defense ETF worth $6.81M as of Q2 2026.
BCS Private Wealth Management bought 743 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $169K.
iShares US Aerospace & Defense ETF made up 2.05% of BCS Private Wealth Management's portfolio in Q2 2026, its #12 holding.
BCS Private Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.