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Gen-Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Gen-Wealth Partners’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 		$1.06M Sell
4,383
-2,159
-33% -$492K 0.3% 75
2026
Q1 		$1.43M Sell
6,542
-135
-2% -$31.6K 0.45% 53
2025
Q4 		$1.43M Buy
6,677
+3,035
+83% +$635K 0.46% 54
2025
Q3 		$762K Buy
+3,642
New +$717K 0.26% 97

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

Gen-Wealth Partners's ITA Position: Q2 2026 in Review

Gen-Wealth Partners reduced its iShares US Aerospace & Defense ETF (ITA) stake by 33% in Q2 2026, selling an estimated $492K and leaving 4,383 shares worth $1.06M. The position accounts for 0.3% of the portfolio, ranked #75.

Gen-Wealth Partners first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.43M in Q4 2025. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Gen-Wealth Partners held 4,383 shares of iShares US Aerospace & Defense ETF worth $1.06M as of Q2 2026.
  • Gen-Wealth Partners sold 2,159 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $492K.
  • iShares US Aerospace & Defense ETF made up 0.3% of Gen-Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Gen-Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • Gen-Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $1.43M in Q4 2025.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

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