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Bulwark Capital’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bulwark Capital’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 		$147K Sell
607
-130
-18% -$29.6K 0.08% 57
2026
Q1 		$161K Hold
737
– – 0.1% 55
2025
Q4 		$158K Sell
737
-13
-2% -$2.72K 0.11% 55
2025
Q3 		$157K Sell
750
-82
-10% -$16.2K 0.12% 54
2025
Q2 		$157K Buy
+832
New +$138K 0.13% 50

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

Bulwark Capital's ITA Position: Q2 2026 in Review

Bulwark Capital reduced its iShares US Aerospace & Defense ETF (ITA) stake by 18% in Q2 2026, selling an estimated $29.6K and leaving 607 shares worth $147K. The position accounts for 0.08% of the portfolio, ranked #57.

Bulwark Capital first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. The position peaked at $161K in Q1 2026. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Bulwark Capital held 607 shares of iShares US Aerospace & Defense ETF worth $147K as of Q2 2026.
  • Bulwark Capital sold 130 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $29.6K.
  • iShares US Aerospace & Defense ETF made up 0.08% of Bulwark Capital's portfolio in Q2 2026, its #57 holding.
  • Bulwark Capital first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • Bulwark Capital's iShares US Aerospace & Defense ETF position peaked at $161K in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.