Downshift Financial’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Downshift Financial’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	$54.8K	Buy	+226	New	+$51.5K	0.02%	155

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

Downshift Financial's ITA Position: Q2 2026 in Review

Downshift Financial opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 226 shares worth $54.8K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings.

1,032 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Downshift Financial held 226 shares of iShares US Aerospace & Defense ETF worth $54.8K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Downshift Financial position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.02% of Downshift Financial's portfolio in Q2 2026, its #155 holding.
1,032 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.