CRI
ITA icon

Commonwealth Retirement Investments’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Commonwealth Retirement Investments’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 		$142K Buy
+587
New +$134K 0.04% 142
2026
Q1 		– Sell
-4,722
Closed -$1.01M – 273
2025
Q4 		$1.01M Buy
4,722
+505
+12% +$106K 0.33% 73
2025
Q3 		$882K Buy
+4,217
New +$831K 0.3% 76

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

Commonwealth Retirement Investments's ITA Position: Q2 2026 in Review

Commonwealth Retirement Investments opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 587 shares worth $142K. The stake represents 0.04% of the portfolio and ranks #142 among its holdings. This is a return to the name: Commonwealth Retirement Investments previously reported a position in ITA as recently as Q4 2025.

Commonwealth Retirement Investments first reported a position in ITA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Commonwealth Retirement Investments held 587 shares of iShares US Aerospace & Defense ETF worth $142K as of Q2 2026.
  • iShares US Aerospace & Defense ETF was a new Commonwealth Retirement Investments position in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.04% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #142 holding.
  • Commonwealth Retirement Investments first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • Commonwealth Retirement Investments's iShares US Aerospace & Defense ETF position peaked at $1.01M in Q4 2025.
  • 1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.