Diligent Investors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Diligent Investors’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
2025 Q2	–	Sell	-1,800	Closed	-$276K	–	360
2025 Q1	$276K	Hold	1,800	–	–	0.07%	293
2024 Q4	$262K	Hold	1,800	–	–	0.06%	300
2024 Q3	$269K	Hold	1,800	–	–	0.06%	282
2024 Q2	$238K	Hold	1,800	–	–	0.06%	288
2024 Q1	$237K	Hold	1,800	–	–	0.06%	289
2023 Q4	$228K	Buy	+1,800	New	+$208K	0.06%	281
2023 Q3	–	Sell	-1,800	Closed	-$210K	–	304
2023 Q2	$210K	Hold	1,800	–	–	0.06%	255
2023 Q1	$207K	Hold	1,800	–	–	0.06%	259
2022 Q4	$201K	Buy	+1,800	New	+$192K	0.07%	262
2022 Q1	–	Sell	-2,128	Closed	-$219K	–	280
2021 Q4	$219K	Buy	+2,128	New	+$222K	0.06%	240
2020 Q1	–	Sell	-1,800	Closed	-$200K	–	193
2019 Q4	$200K	Hold	1,800	–	–	0.09%	206
2019 Q3	$202K	Buy	+1,800	New	+$197K	0.1%	197
2018 Q4	–	Sell	-2,200	Closed	-$238K	–	196
2018 Q3	$238K	Hold	2,200	–	–	0.13%	169
2018 Q2	$212K	Hold	2,200	–	–	0.13%	168
2018 Q1	$218K	Hold	2,200	–	–	0.13%	167
2017 Q4	$207K	Buy	+2,200	New	+$201K	0.13%	174

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Diligent Investors's ITA Position: Q2 2025 in Review

Diligent Investors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2025, closing a stake of 1,800 shares — an estimated $276K sold.

Diligent Investors first reported a position in ITA in Q4 2017 and held it in 16 quarters. The position peaked at $276K in Q1 2025. 751 funds tracked by Wall St. Rank hold ITA as of Q2 2025.

Diligent Investors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
Diligent Investors sold 1,800 iShares US Aerospace & Defense ETF shares in Q2 2025, an estimated $276K.
Diligent Investors first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and held it in 16 quarters.
Diligent Investors's iShares US Aerospace & Defense ETF position peaked at $276K in Q1 2025.
751 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2025.

Based on Diligent Investors's 13F filing for Q2 2025, filed 22 Jul 2025.