EWA
ITA icon

Elevate Wealth Advisory’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Elevate Wealth Advisory’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 		$348K Hold
1,437
– – 0.2% 63
2026
Q1 		$314K Hold
1,437
– – 0.2% 59
2025
Q4 		$309K Sell
1,437
-780
-35% -$163K 0.21% 57
2025
Q3 		$464K Hold
2,217
– – 0.34% 45
2025
Q2 		$418K Buy
2,217
+412
+23% +$68.4K 0.3% 50
2025
Q1 		$276K Buy
1,805
+1,299
+257% +$198K 0.2% 62
2024
Q4 		$73.5K Hold
506
– – 0.06% 81
2024
Q3 		$75.7K Hold
506
– – 0.06% 85
2024
Q2 		$66.8K Sell
506
-317
-39% -$42K 0.05% 80
2024
Q1 		$109K Buy
+823
New +$103K 0.09% 67

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevate Wealth Advisory's ITA Position: Q2 2026 in Review

Elevate Wealth Advisory held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 1,437 shares worth $348K. The position accounts for 0.2% of the portfolio, ranked #63.

Elevate Wealth Advisory first reported a position in ITA in Q1 2024 and has held it in 10 quarters since. The position peaked at $464K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Elevate Wealth Advisory held 1,437 shares of iShares US Aerospace & Defense ETF worth $348K as of Q2 2026.
  • Elevate Wealth Advisory left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.2% of Elevate Wealth Advisory's portfolio in Q2 2026, its #63 holding.
  • Elevate Wealth Advisory first reported a position in iShares US Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
  • Elevate Wealth Advisory's iShares US Aerospace & Defense ETF position peaked at $464K in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.