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

Evolution 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 		$4.58M Buy
18,877
+139
+0.7% +$31.7K 0.54% 33
2026
Q1 		$4.1M Buy
18,738
+990
+6% +$232K 0.42% 36
2025
Q4 		$3.81M Sell
17,748
-1,510
-8% -$316K 0.38% 35
2025
Q3 		$4.03M Buy
19,258
+1,350
+8% +$266K 0.54% 36
2025
Q2 		$3.38M Hold
17,908
– – 0.49% 40
2025
Q1 		$2.74M Sell
17,908
-410
-2% -$62.6K 0.46% 41
2024
Q4 		$2.66M Sell
18,318
-15
-0.1% -$2.26K 0.45% 43
2024
Q3 		$2.74M Sell
18,333
-821
-4% -$116K 0.49% 42
2024
Q2 		$2.53M Buy
19,154
+71
+0.4% +$9.41K 0.49% 43
2024
Q1 		$2.52M Sell
19,083
-59,498
-76% -$7.46M 0.48% 43
2023
Q4 		$9.95M Sell
78,581
-190
-0.2% -$21.9K 2% 12
2023
Q3 		$8.35M Buy
78,771
+669
+0.9% +$76.3K 1.86% 16
2023
Q2 		$9.11M Sell
78,102
-1,214
-2% -$138K 2.01% 14
2023
Q1 		$9.13M Sell
79,316
-2,550
-3% -$290K 2.19% 13
2022
Q4 		$9.16M Hold
81,866
– – 2.31% 12
2022
Q3 		$7.46M Buy
81,866
+44,183
+117% +$4.46M 2.05% 12
2022
Q2 		$3.73M Sell
37,683
-50,040
-57% -$5.15M 0.95% 28
2022
Q1 		$9.72M Buy
87,723
+85,723
+4,286% +$9.12M 2% 16
2021
Q4 		$206K Sell
2,000
-6,100
-75% -$636K 0.03% 129
2021
Q3 		$844K Sell
8,100
-562
-6% -$59.7K 0.18% 47
2021
Q2 		$949K Buy
8,662
+400
+5% +$43.1K 0.19% 60
2021
Q1 		$860K Buy
8,262
+162
+2% +$15.8K 0.19% 64
2020
Q4 		$767K Sell
8,100
-106,860
-93% -$9.4M 0.17% 64
2020
Q3 		$9.11M Buy
114,960
+24,512
+27% +$2.01M 2.49% 12
2020
Q2 		$7.45M Sell
90,448
-5,504
-6% -$434K 2.44% 12
2020
Q1 		$6.9M Sell
95,952
-1,148
-1% -$117K 2.79% 12
2019
Q4 		$10.8M Buy
+97,100
New +$10.9M 2.7% 12
2019
Q3 		– Sell
-93,624
Closed -$10M – 537
2019
Q2 		$10M Buy
93,624
+5,950
+7% +$616K 4.33% 9
2019
Q1 		$8.75M Buy
87,674
+5,280
+6% +$516K 4.02% 9
2018
Q4 		$7.12M Buy
+82,394
New +$7.94M 3.25% 11

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

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

Evolution Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.74% in Q2 2026, buying an estimated $31.7K and bringing the position to 18,877 shares worth $4.58M. The position accounts for 0.54% of the portfolio, ranked #33.

Evolution Wealth Advisors first reported a position in ITA in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.8M in Q4 2019. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Evolution Wealth Advisors held 18,877 shares of iShares US Aerospace & Defense ETF worth $4.58M as of Q2 2026.
  • Evolution Wealth Advisors bought 139 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $31.7K.
  • iShares US Aerospace & Defense ETF made up 0.54% of Evolution Wealth Advisors's portfolio in Q2 2026, its #33 holding.
  • Evolution Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 30 quarters since.
  • Evolution Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $10.8M in Q4 2019.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.