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

Evoke Wealth’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 		– Sell
-8,270
Closed -$1.81M – 320
2026
Q1 		$1.81M Hold
8,270
– – 0.03% 191
2025
Q4 		$1.78M Hold
8,270
– – 0.03% 198
2025
Q3 		$1.73M Buy
8,270
+20
+0.2% +$3.94K 0.04% 190
2025
Q2 		$1.56M Buy
8,250
+2,050
+33% +$340K 0.04% 186
2025
Q1 		$949K Buy
6,200
+700
+13% +$107K 0.02% 204
2024
Q4 		$799K Buy
5,500
+400
+8% +$60.3K 0.02% 205
2024
Q3 		$763K Buy
5,100
+3,300
+183% +$465K 0.02% 204
2024
Q2 		$238K Sell
1,800
-900
-33% -$119K 0.28% 71
2024
Q1 		$356K Buy
2,700
+900
+50% +$113K 0.01% 302
2023
Q4 		$228K Sell
1,800
-900
-33% -$104K 0.37% 68
2023
Q3 		$287K Hold
2,700
– – 0.01% 304
2023
Q2 		$315K Sell
2,700
-511
-16% -$58.1K 0.01% 277
2023
Q1 		$370K Buy
3,211
+1,411
+78% +$160K 0.01% 247
2022
Q4 		$201K Hold
1,800
– – 0.01% 337
2022
Q3 		$164K Hold
1,800
– – 0.01% 353
2022
Q2 		$179K Hold
1,800
– – 0.01% 325
2022
Q1 		$199K Hold
1,800
– – 0.01% 355
2021
Q4 		$185K Hold
1,800
– – 0.01% 377
2021
Q3 		$187K Hold
1,800
– – 0.01% 345
2021
Q2 		$197K Hold
1,800
– – 0.01% 351
2021
Q1 		$187K Hold
1,800
– – 0.01% 314
2020
Q4 		$170K Hold
1,800
– – 0.01% 248
2020
Q3 		$143K Hold
1,800
– – 0.01% 241
2020
Q2 		$148K Hold
1,800
– – 0.01% 225
2020
Q1 		$129K Buy
+1,800
New +$184K 0.02% 229
2019
Q4 		– Sell
-2,500
Closed -$281K – 1341
2019
Q3 		$281K Buy
+2,500
New +$273K 0.03% 211

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

Evoke Wealth's ITA Position: Q2 2026 in Review

Evoke Wealth sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 8,270 shares — an estimated $1.81M sold.

Evoke Wealth first reported a position in ITA in Q3 2019 and held it in 26 quarters. The position peaked at $1.81M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Evoke Wealth reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 8,270 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $1.81M.
  • Evoke Wealth first reported a position in iShares US Aerospace & Defense ETF in Q3 2019 and held it in 26 quarters.
  • Evoke Wealth's iShares US Aerospace & Defense ETF position peaked at $1.81M in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.