Deane Retirement Strategies’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Deane Retirement Strategies’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	–	Sell	-33,876	Closed	-$7.4M	–	62
2026 Q1	$7.4M	Buy	+33,876	New	+$7.93M	2.98%	11
2023 Q3	–	Sell	-32,650	Closed	-$3.81M	–	65
2023 Q2	$3.81M	Buy	32,650 +207	+0.6%	+$23.5K	2.09%	13
2023 Q1	$3.73M	Buy	32,443 +209	+0.6%	+$23.8K	2.06%	14
2022 Q4	$3.61M	Buy	+32,234	New	+$3.43M	2.01%	11
2022 Q2	–	Sell	-51,481	Closed	-$5.75M	–	57
2022 Q1	$5.75M	Buy	+51,481	New	+$5.48M	3.17%	8

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

Deane Retirement Strategies's ITA Position: Q2 2026 in Review

Deane Retirement Strategies sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 33,876 shares — an estimated $7.4M sold.

Deane Retirement Strategies first reported a position in ITA in Q1 2022 and held it in 5 quarters. The position peaked at $7.4M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Deane Retirement Strategies reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Deane Retirement Strategies sold 33,876 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $7.4M.
Deane Retirement Strategies first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and held it in 5 quarters.
Deane Retirement Strategies's iShares US Aerospace & Defense ETF position peaked at $7.4M in Q1 2026.
1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.