Evermay Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Evermay Wealth Management’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 Q3	$121K	Hold	1,746	–	–	0.01%	255
2026 Q2	$141K	Hold	1,746	–	–	0.01%	236
2026 Q1	$127K	Hold	1,746	–	–	0.01%	235
2025 Q4	$125K	Hold	1,746	–	–	0.01%	239
2025 Q3	$122K	Sell	1,746 -48	-3%	-$3.15K	0.01%	242
2025 Q2	$113K	Sell	1,794 -210	-10%	-$11.6K	0.01%	251
2025 Q1	$102K	Sell	2,004 -825	-29%	-$42K	0.01%	257
2024 Q4	$137K	Hold	2,829	–	–	0.02%	225
2024 Q3	$141K	Hold	2,829	–	–	0.02%	232
2024 Q2	$125K	Sell	2,829 -480	-15%	-$21.2K	0.02%	245
2024 Q1	$146K	Hold	3,309	–	–	0.02%	227
2023 Q4	$140K	Hold	3,309	–	–	0.03%	212
2023 Q3	$117K	Hold	3,309	–	–	0.02%	218
2023 Q2	$129K	Hold	3,309	–	–	0.02%	218
2023 Q1	$127K	Buy	+3,309	New	+$125K	0.03%	215

Other funds holding ITA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Evermay Wealth Management's ITA Position: Q3 2026 in Review

Evermay Wealth Management held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2026 at 1,746 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #255.

Evermay Wealth Management first reported a position in ITA in Q1 2023 and has held it in 15 quarters since. The position peaked at $146K in Q1 2024. 705 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Evermay Wealth Management held 1,746 shares of iShares US Aerospace & Defense ETF worth $121K as of Q3 2026.
Evermay Wealth Management left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2026.
iShares US Aerospace & Defense ETF made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #255 holding.
Evermay Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and has held it in 15 quarters since.
Evermay Wealth Management's iShares US Aerospace & Defense ETF position peaked at $146K in Q1 2024.
705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.