Darwin Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Darwin Wealth Management’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	$2.56M	Buy	10,553 +355	+3%	+$80.8K	0.7%	48
2026 Q1	$2.23M	Buy	10,198 +558	+6%	+$131K	0.7%	47
2025 Q4	$2.07M	Sell	9,640 -295	-3%	-$61.8K	0.64%	41
2025 Q3	$2.08M	Buy	9,935 +264	+3%	+$52K	0.66%	43
2025 Q2	$1.82M	Sell	9,671 -394	-4%	-$65.4K	0.63%	45
2025 Q1	$1.46M	Hold	10,065	–	–	0.49%	58
2024 Q4	$1.46M	Buy	10,065 +9,865	+4,933%	+$1.49M	0.49%	58
2024 Q3	$29.9K	Buy	+200	New	+$28.2K	0.01%	273
2023 Q2	–	Sell	-2,832	Closed	-$329K	–	157
2023 Q1	$329K	Sell	2,832 -34	-1%	-$3.87K	0.09%	114
2022 Q4	$322K	Buy	+2,866	New	+$305K	0.08%	123
2020 Q2	–	Sell	-578	Closed	-$41K	–	446
2020 Q1	$41K	Buy	+578	New	+$59.2K	0.01%	267
2018 Q4	–	Sell	-6,136	Closed	-$663K	–	109
2018 Q3	$663K	Buy	6,136 +3,422	+126%	+$352K	0.37%	53
2018 Q2	$261K	Buy	+2,714	New	+$269K	0.17%	108

Other funds holding ITA

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Darwin Wealth Management's ITA Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 3.5% in Q2 2026, buying an estimated $80.8K and bringing the position to 10,553 shares worth $2.56M. The position accounts for 0.7% of the portfolio, ranked #48.

Darwin Wealth Management first reported a position in ITA in Q2 2018 and has held it in 13 quarters since. 259 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Darwin Wealth Management held 10,553 shares of iShares US Aerospace & Defense ETF worth $2.56M as of Q2 2026.
Darwin Wealth Management bought 355 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $80.8K.
iShares US Aerospace & Defense ETF made up 0.7% of Darwin Wealth Management's portfolio in Q2 2026, its #48 holding.
Darwin Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and has held it in 13 quarters since.
259 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.