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

Cahaba 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 		$274K Sell
1,132
-9
-0.8% -$2.05K 0.02% 139
2026
Q1 		$250K Buy
1,141
+35
+3% +$8.19K 0.02% 134
2025
Q4 		$237K Sell
1,106
-233
-17% -$48.8K 0.02% 136
2025
Q3 		$280K Buy
+1,339
New +$264K 0.02% 125

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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cahaba Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 0.79% in Q2 2026, selling an estimated $2.05K and leaving 1,132 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #139.

Cahaba Wealth Management first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. The position peaked at $280K in Q3 2025. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Cahaba Wealth Management held 1,132 shares of iShares US Aerospace & Defense ETF worth $274K as of Q2 2026.
  • Cahaba Wealth Management sold 9 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $2.05K.
  • iShares US Aerospace & Defense ETF made up 0.02% of Cahaba Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Cahaba Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • Cahaba Wealth Management's iShares US Aerospace & Defense ETF position peaked at $280K in Q3 2025.
  • 1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

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