Beckerman Institutional’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Beckerman Institutional’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	$2M	Sell	8,241 -194	-2%	-$44.2K	0.95%	30
2026 Q1	$1.85M	Sell	8,435 -90	-1%	-$21.1K	0.98%	29
2025 Q4	$1.83M	Buy	8,525 +4	+0%	+$837	1.03%	27
2025 Q3	$1.78M	Buy	8,521 +583	+7%	+$115K	1.05%	27
2025 Q2	$1.5M	Sell	7,938 -64	-0.8%	-$10.6K	0.99%	29
2025 Q1	$1.23M	Buy	8,002 +270	+3%	+$41.2K	0.89%	36
2024 Q4	$1.12M	Buy	7,732 +234	+3%	+$35.3K	0.9%	36
2024 Q3	$1.12M	Buy	+7,498	New	+$1.06M	0.94%	34

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 22.9% 1-Year Est. Return

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

Beckerman Institutional's ITA Position: Q2 2026 in Review

Beckerman Institutional reduced its iShares US Aerospace & Defense ETF (ITA) stake by 2.3% in Q2 2026, selling an estimated $44.2K and leaving 8,241 shares worth $2M. The position accounts for 0.95% of the portfolio, ranked #30.

Beckerman Institutional first reported a position in ITA in Q3 2024 and has held it in 8 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Beckerman Institutional held 8,241 shares of iShares US Aerospace & Defense ETF worth $2M as of Q2 2026.
Beckerman Institutional sold 194 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $44.2K.
iShares US Aerospace & Defense ETF made up 0.95% of Beckerman Institutional's portfolio in Q2 2026, its #30 holding.
Beckerman Institutional first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.