Creative Financial Designs’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Creative Financial Designs’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	$6.72K	Hold	28	–	–	﹤0.01%	1630
2026 Q1	$6.06K	Hold	28	–	–	﹤0.01%	1538
2025 Q4	$5.95K	Buy	28 +7	+33%	+$1.47K	﹤0.01%	1475
2025 Q3	$4.33K	Hold	21	–	–	﹤0.01%	1558
2025 Q2	$3.89K	Hold	21	–	–	﹤0.01%	1571
2025 Q1	$3.15K	Sell	21 -64	-75%	-$9.78K	﹤0.01%	1584
2024 Q4	$12.3K	Sell	85 -44	-34%	-$6.63K	﹤0.01%	1170
2024 Q3	$19.3K	Sell	129 -15	-10%	-$2.12K	﹤0.01%	1044
2024 Q2	$19K	Hold	144	–	–	﹤0.01%	1009
2024 Q1	$18.9K	Buy	144 +1	+0.7%	+$125	﹤0.01%	982
2023 Q4	$18.2K	Buy	143 +53	+59%	+$6.12K	﹤0.01%	942
2023 Q3	$9.57K	Buy	90 +70	+350%	+$7.98K	﹤0.01%	1043
2023 Q2	$2.37K	Hold	20	–	–	﹤0.01%	1291
2023 Q1	$2.33K	Hold	20	–	–	﹤0.01%	1242
2022 Q4	$2.26K	Hold	20	–	–	﹤0.01%	1146
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	1168
2022 Q2	$2K	Buy	+20	New	+$2.06K	﹤0.01%	1125
2018 Q2	–	Sell	-70	Closed	-$7K	–	771
2018 Q1	$7K	Sell	70 -40	-36%	-$3.96K	﹤0.01%	455
2017 Q4	$10K	Sell	110 -68	-38%	-$6.22K	0.01%	407
2017 Q3	$16K	Sell	178 -82	-32%	-$6.88K	0.01%	360
2017 Q2	$20K	Buy	260 +190	+271%	+$14.7K	0.01%	329
2017 Q1	$5K	Hold	70	–	–	﹤0.01%	485
2016 Q4	$5K	Buy	+70	New	+$4.77K	﹤0.01%	473

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 22.96% 1-Year Est. Return

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

Creative Financial Designs's ITA Position: Q2 2026 in Review

Creative Financial Designs held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 28 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Creative Financial Designs first reported a position in ITA in Q4 2016 and has held it in 23 quarters since. The position peaked at $20K in Q2 2017. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Creative Financial Designs held 28 shares of iShares US Aerospace & Defense ETF worth $6.72K as of Q2 2026.
Creative Financial Designs left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1630 holding.
Creative Financial Designs first reported a position in iShares US Aerospace & Defense ETF in Q4 2016 and has held it in 23 quarters since.
Creative Financial Designs's iShares US Aerospace & Defense ETF position peaked at $20K in Q2 2017.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.