Chicago Partners Investment Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Chicago Partners Investment Group’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	$1.34M	Buy	5,644 +298	+6%	+$67.9K	0.03%	519
2026 Q1	$1.17M	Sell	5,346 -2	-0%	-$468	0.03%	484
2025 Q4	$1.26M	Sell	5,348 -338	-6%	-$70.8K	0.03%	403
2025 Q3	$1.24M	Buy	5,686 +369	+7%	+$72.7K	0.03%	374
2025 Q2	$1.05M	Buy	5,317 +1	+0%	+$166	0.03%	386
2025 Q1	$852K	Buy	+5,316	New	+$812K	0.03%	389

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

Chicago Partners Investment Group's ITA Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares US Aerospace & Defense ETF (ITA) stake by 5.6% in Q2 2026, buying an estimated $67.9K and bringing the position to 5,644 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #519.

Chicago Partners Investment Group first reported a position in ITA in Q1 2025 and has held it in 6 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Chicago Partners Investment Group held 5,644 shares of iShares US Aerospace & Defense ETF worth $1.34M as of Q2 2026.
Chicago Partners Investment Group bought 298 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $67.9K.
iShares US Aerospace & Defense ETF made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #519 holding.
Chicago Partners Investment Group first reported a position in iShares US Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.