Darden Wealth Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Darden Wealth 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 Q3	$632K	Sell	9,147 -813	-8%	-$63.2K	0.25%	72
2026 Q2	$805K	Sell	9,960 -792	-7%	-$60.1K	0.32%	62
2026 Q1	$784K	Buy	10,752 +3,186	+42%	+$248K	0.4%	56
2025 Q4	$542K	Buy	7,566 +420	+6%	+$29.3K	0.26%	77
2025 Q3	$499K	Buy	7,146 +540	+8%	+$35.5K	0.26%	80
2025 Q2	$415K	Buy	6,606 +1,611	+32%	+$89.1K	0.25%	81
2025 Q1	$255K	Buy	4,995 +150	+3%	+$7.64K	0.2%	91
2024 Q4	$235K	Buy	4,845 +615	+15%	+$30.9K	0.16%	100
2024 Q3	$211K	Buy	+4,230	New	+$199K	0.15%	103

Other funds holding ITA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Darden Wealth Group's ITA Position: Q3 2026 in Review

Darden Wealth Group reduced its iShares US Aerospace & Defense ETF (ITA) stake by 8.2% in Q3 2026, selling an estimated $63.2K and leaving 9,147 shares worth $632K. The position accounts for 0.25% of the portfolio, ranked #72.

Darden Wealth Group first reported a position in ITA in Q3 2024 and has held it in 9 quarters since. The position peaked at $805K in Q2 2026. 908 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Darden Wealth Group held 9,147 shares of iShares US Aerospace & Defense ETF worth $632K as of Q3 2026.
Darden Wealth Group sold 813 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $63.2K.
iShares US Aerospace & Defense ETF made up 0.25% of Darden Wealth Group's portfolio in Q3 2026, its #72 holding.
Darden Wealth Group first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 9 quarters since.
Darden Wealth Group's iShares US Aerospace & Defense ETF position peaked at $805K in Q2 2026.
908 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.