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EverSource Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

EverSource Wealth Advisors’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 		$649K Buy
2,676
+84
+3% +$19.1K 0.02% 475
2026
Q1 		$567K Sell
2,592
-313
-11% -$73.2K 0.02% 553
2025
Q4 		$624K Buy
2,905
+105
+4% +$22K 0.02% 467
2025
Q3 		$586K Buy
2,800
+484
+21% +$95.3K 0.02% 443
2025
Q2 		$437K Buy
2,316
+7
+0.3% +$1.16K 0.02% 512
2025
Q1 		$353K Sell
2,309
-19
-0.8% -$2.9K 0.02% 470
2024
Q4 		$338K Buy
2,328
+28
+1% +$4.22K 0.02% 472
2024
Q3 		$344K Sell
2,300
-359
-14% -$50.6K 0.02% 411
2024
Q2 		$381K Buy
2,659
+183
+7% +$24.3K 0.03% 372
2024
Q1 		$322K Buy
2,476
+1,725
+230% +$216K 0.03% 360
2023
Q4 		$95.1K Sell
751
-49
-6% -$5.66K 0.01% 658
2023
Q3 		$84.8K Hold
800
– – 0.01% 630
2023
Q2 		$93.3K Sell
800
-113
-12% -$12.9K 0.01% 603
2023
Q1 		$105K Buy
913
+863
+1,726% +$98.2K 0.01% 531
2022
Q4 		$5.59K Buy
+50
New +$5.32K ﹤0.01% 1557

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

EverSource Wealth Advisors's ITA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 3.2% in Q2 2026, buying an estimated $19.1K and bringing the position to 2,676 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #475.

EverSource Wealth Advisors first reported a position in ITA in Q4 2022 and has held it in 15 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • EverSource Wealth Advisors held 2,676 shares of iShares US Aerospace & Defense ETF worth $649K as of Q2 2026.
  • EverSource Wealth Advisors bought 84 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $19.1K.
  • iShares US Aerospace & Defense ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #475 holding.
  • EverSource Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.