Future Financial Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Future Financial Wealth Management’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	$2.51M	Buy	10,542 +60	+0.6%	+$13.7K	1.57%	20
2026 Q1	$2.45M	Buy	10,482 +363	+4%	+$84.9K	1.58%	18
2025 Q4	$2.41M	Buy	10,119 +9,819	+3,273%	+$2.06M	1.62%	18
2025 Q3	$62.8K	Hold	300	–	–	0.04%	228
2025 Q2	$56.6K	Hold	300	–	–	0.04%	227
2025 Q1	$45.9K	Hold	300	–	–	0.03%	245
2024 Q4	$43.6K	Sell	300 -254	-46%	-$38.3K	0.03%	250
2024 Q3	$82.9K	Buy	+554	New	+$78.1K	0.06%	192
2024 Q2	–	Sell	-554	Closed	-$73.1K	–	274
2024 Q1	$73.1K	Buy	+554	New	+$69.5K	0.06%	209
2022 Q3	–	Sell	-2,554	Closed	-$283K	–	129
2022 Q2	$283K	Hold	2,554	–	–	0.28%	94
2022 Q1	$283K	Hold	2,554	–	–	0.23%	94
2021 Q4	$265K	Hold	2,554	–	–	0.21%	102
2021 Q3	$280K	Hold	2,554	–	–	0.29%	92
2021 Q2	$280K	Sell	2,554 -40	-2%	-$4.3K	0.29%	92
2021 Q1	$270K	Sell	2,594 -6,864	-73%	-$670K	0.31%	85
2020 Q4	$896K	Buy	+9,458	New	+$832K	1.03%	27

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

Future Financial Wealth Management's ITA Position: Q2 2026 in Review

Future Financial Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.57% in Q2 2026, buying an estimated $13.7K and bringing the position to 10,542 shares worth $2.51M. The position accounts for 1.57% of the portfolio, ranked #20.

Future Financial Wealth Management first reported a position in ITA in Q4 2020 and has held it in 16 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Future Financial Wealth Management held 10,542 shares of iShares US Aerospace & Defense ETF worth $2.51M as of Q2 2026.
Future Financial Wealth Management bought 60 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $13.7K.
iShares US Aerospace & Defense ETF made up 1.57% of Future Financial Wealth Management's portfolio in Q2 2026, its #20 holding.
Future Financial Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 16 quarters since.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.