Clark Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Clark Wealth Partners’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	$96.4K	Buy	398 +1	+0.3%	+$228	0.05%	78
2026 Q1	$86.9K	Hold	397	–	–	0.06%	76
2025 Q4	$85.2K	Hold	397	–	–	0.05%	80
2025 Q3	$85.2K	Sell	397 -208	-34%	-$41K	0.05%	80
2025 Q2	$114K	Buy	605 +1	+0.2%	+$166	0.08%	55
2025 Q1	$92.5K	Buy	604 +1	+0.2%	+$153	0.07%	63
2024 Q4	$87.7K	Buy	+603	New	+$90.8K	0.07%	56

Other funds holding ITA

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 22.96% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Clark Wealth Partners's ITA Position: Q2 2026 in Review

Clark Wealth Partners increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.25% in Q2 2026, buying an estimated $228 and bringing the position to 398 shares worth $96.4K. The position accounts for 0.05% of the portfolio, ranked #78.

Clark Wealth Partners first reported a position in ITA in Q4 2024 and has held it in 7 quarters since. The position peaked at $114K in Q2 2025. 995 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Clark Wealth Partners held 398 shares of iShares US Aerospace & Defense ETF worth $96.4K as of Q2 2026.
Clark Wealth Partners bought 1 iShares US Aerospace & Defense ETF share in Q2 2026, an estimated $228.
iShares US Aerospace & Defense ETF made up 0.05% of Clark Wealth Partners's portfolio in Q2 2026, its #78 holding.
Clark Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $114K in Q2 2025.
995 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.