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Chung Wu Investment Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Chung Wu 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 		$235K Sell
970
-150
-13% -$34.2K 0.15% 91
2026
Q1 		$245K Buy
1,120
+940
+522% +$220K 0.21% 73
2025
Q4 		$38.6K Hold
180
– – 0.03% 144
2025
Q3 		$37.7K Buy
+180
New +$35.5K 0.03% 149

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

Chung Wu Investment Group's ITA Position: Q2 2026 in Review

Chung Wu Investment Group reduced its iShares US Aerospace & Defense ETF (ITA) stake by 13% in Q2 2026, selling an estimated $34.2K and leaving 970 shares worth $235K. The position accounts for 0.15% of the portfolio, ranked #91.

Chung Wu Investment Group first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. The position peaked at $245K in Q1 2026. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Chung Wu Investment Group held 970 shares of iShares US Aerospace & Defense ETF worth $235K as of Q2 2026.
  • Chung Wu Investment Group sold 150 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $34.2K.
  • iShares US Aerospace & Defense ETF made up 0.15% of Chung Wu Investment Group's portfolio in Q2 2026, its #91 holding.
  • Chung Wu Investment Group first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • Chung Wu Investment Group's iShares US Aerospace & Defense ETF position peaked at $245K in Q1 2026.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.