Fortis Group Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Fortis Group 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	$4.61K	Buy	+19	New	+$4.33K	﹤0.01%	457
2024 Q4	–	Sell	-3,340	Closed	-$500K	–	513
2024 Q3	$500K	Buy	+3,340	New	+$471K	0.09%	124
2024 Q1	–	Sell	-11,412	Closed	-$1.31M	–	523
2023 Q4	$1.31M	Hold	11,412	–	–	0.33%	41
2023 Q3	$1.31M	Buy	+11,412	New	+$1.3M	0.4%	36
2023 Q2	–	Sell	-11,142	Closed	-$1.27M	–	132
2023 Q1	$1.27M	Buy	+11,142	New	+$1.27M	0.38%	39

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fortis Group Advisors's ITA Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 19 shares worth $4.61K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: Fortis Group Advisors previously reported a position in ITA as recently as Q3 2024.

Fortis Group Advisors first reported a position in ITA in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2023. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Fortis Group Advisors held 19 shares of iShares US Aerospace & Defense ETF worth $4.61K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Fortis Group Advisors position in Q2 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #457 holding.
Fortis Group Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and has held it in 5 quarters since.
Fortis Group Advisors's iShares US Aerospace & Defense ETF position peaked at $1.31M in Q4 2023.
1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

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