Crestwood Advisors Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Crestwood Advisors 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	$572K	Buy	+2,358	New	+$537K	0.01%	448

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

Crestwood Advisors Group's ITA Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 2,358 shares worth $572K. The stake represents 0.01% of the portfolio and ranks #448 among its holdings.

1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Crestwood Advisors Group held 2,358 shares of iShares US Aerospace & Defense ETF worth $572K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Crestwood Advisors Group position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #448 holding.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.