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Foundations Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Foundations Investment 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 		$4.09M Buy
16,872
+3,897
+30% +$887K 0.04% 284
2026
Q1 		$2.84M Sell
12,975
-162,847
-93% -$38.1M 0.04% 308
2025
Q4 		$37.7M Buy
175,822
+8,904
+5% +$1.86M 0.49% 56
2025
Q3 		$34.9M Buy
+166,918
New +$32.9M 0.51% 52
2024
Q3 		– Sell
-6,970
Closed -$920K – 837
2024
Q2 		$920K Buy
+6,970
New +$924K 0.02% 348
2024
Q1 		– Sell
-2,888
Closed -$357K – 728
2023
Q4 		$357K Sell
2,888
-344
-11% -$39.7K 0.01% 512
2023
Q3 		$343K Buy
+3,232
New +$369K 0.01% 484

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

Foundations Investment Advisors's ITA Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 30% in Q2 2026, buying an estimated $887K and bringing the position to 16,872 shares worth $4.09M. The position accounts for 0.04% of the portfolio, ranked #284.

Foundations Investment Advisors first reported a position in ITA in Q3 2023 and has held it in 7 quarters since. The position peaked at $37.7M in Q4 2025. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Foundations Investment Advisors held 16,872 shares of iShares US Aerospace & Defense ETF worth $4.09M as of Q2 2026.
  • Foundations Investment Advisors bought 3,897 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $887K.
  • iShares US Aerospace & Defense ETF made up 0.04% of Foundations Investment Advisors's portfolio in Q2 2026, its #284 holding.
  • Foundations Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 7 quarters since.
  • Foundations Investment Advisors's iShares US Aerospace & Defense ETF position peaked at $37.7M in Q4 2025.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.