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

Eagle 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	$520K	Buy	+2,143	New	+$488K	0.05%	187
2024 Q2	–	Sell	-29,398	Closed	-$3.88M	–	269
2024 Q1	$3.88M	Buy	+29,398	New	+$3.69M	0.86%	26
2023 Q3	–	Sell	-9,878	Closed	-$1.15M	–	181
2023 Q2	$1.15M	Sell	9,878 -80	-0.8%	-$9.1K	0.28%	75
2023 Q1	$1.15M	Buy	9,958 +100	+1%	+$11.4K	0.29%	71
2022 Q4	$1.1M	Buy	+9,858	New	+$1.05M	0.33%	68

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

Eagle Strategies's ITA Position: Q2 2026 in Review

Eagle Strategies opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 2,143 shares worth $520K. The stake represents 0.05% of the portfolio and ranks #187 among its holdings. This is a return to the name: Eagle Strategies previously reported a position in ITA as recently as Q1 2024.

Eagle Strategies first reported a position in ITA in Q4 2022 and has held it in 5 quarters since. The position peaked at $3.88M in Q1 2024. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Eagle Strategies held 2,143 shares of iShares US Aerospace & Defense ETF worth $520K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Eagle Strategies position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.05% of Eagle Strategies's portfolio in Q2 2026, its #187 holding.
Eagle Strategies first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 5 quarters since.
Eagle Strategies's iShares US Aerospace & Defense ETF position peaked at $3.88M in Q1 2024.
1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.