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 Q3	$5.68M	Sell	82,296 -1,986	-2%	-$154K	1.55%	15
2026 Q2	$6.81M	Buy	84,282 +2,229	+3%	+$169K	2.05%	12
2026 Q1	$5.98M	Buy	82,053 +1,575	+2%	+$123K	1.82%	11
2025 Q4	$5.76M	Sell	80,478 -117	-0.1%	-$8.16K	1.97%	12
2025 Q3	$5.62M	Buy	80,595 +3,435	+4%	+$226K	2.01%	9
2025 Q2	$4.85M	Buy	+77,160	New	+$4.27M	1.82%	10

Other funds holding ITA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

BCS Private Wealth Management's ITA Position: Q3 2026 in Review

BCS Private Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 2.4% in Q3 2026, selling an estimated $154K and leaving 82,296 shares worth $5.68M. The position accounts for 1.55% of the portfolio, ranked #15.

BCS Private Wealth Management first reported a position in ITA in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.81M in Q2 2026. 678 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

BCS Private Wealth Management held 82,296 shares of iShares US Aerospace & Defense ETF worth $5.68M as of Q3 2026.
BCS Private Wealth Management sold 1,986 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $154K.
iShares US Aerospace & Defense ETF made up 1.55% of BCS Private Wealth Management's portfolio in Q3 2026, its #15 holding.
BCS Private Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 6 quarters since.
BCS Private Wealth Management's iShares US Aerospace & Defense ETF position peaked at $6.81M in Q2 2026.
678 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on BCS Private Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.