GKWIM
ITA icon

Gerber Kawasaki Wealth & Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$3.45M Sell
14,241
-318
-2% -$72.4K 0.09% 101
2026
Q1 		$3.18M Sell
14,559
-1,433
-9% -$335K 0.1% 97
2025
Q4 		$3.43M Sell
15,992
-206
-1% -$43.1K 0.12% 95
2025
Q3 		$3.39M Sell
16,198
-700
-4% -$138K 0.12% 93
2025
Q2 		$3.19M Buy
16,898
+51
+0.3% +$8.47K 0.12% 90
2025
Q1 		$2.58M Buy
16,847
+486
+3% +$74.2K 0.12% 97
2024
Q4 		$2.38M Buy
16,361
+151
+0.9% +$22.8K 0.1% 98
2024
Q3 		$2.43M Sell
16,210
-394
-2% -$55.6K 0.11% 97
2024
Q2 		$2.19M Sell
16,604
-154
-0.9% -$20.4K 0.11% 97
2024
Q1 		$2.21M Buy
16,758
+289
+2% +$36.3K 0.12% 100
2023
Q4 		$2.09M Buy
16,469
+851
+5% +$98.3K 0.12% 93
2023
Q3 		$1.66M Sell
15,618
-131
-0.8% -$14.9K 0.11% 103
2023
Q2 		$1.84M Buy
15,749
+597
+4% +$67.9K 0.12% 95
2023
Q1 		$1.74M Buy
15,152
+190
+1% +$21.6K 0.14% 92
2022
Q4 		$1.67M Buy
14,962
+4,271
+40% +$455K 0.15% 93
2022
Q3 		$974K Buy
10,691
+1,611
+18% +$163K 0.09% 117
2022
Q2 		$900K Buy
9,080
+482
+6% +$49.6K 0.09% 120
2022
Q1 		$952K Buy
8,598
+1,678
+24% +$178K 0.08% 117
2021
Q4 		$711K Buy
6,920
+6,867
+12,957% +$716K 0.06% 136
2021
Q3 		$53K Sell
53
-6,427
-99% -$682K 0.01% 320
2021
Q2 		$709K Buy
6,480
+124
+2% +$13.3K 0.07% 122
2021
Q1 		$661K Sell
6,356
-297
-4% -$29K 0.08% 116
2020
Q4 		$630K Buy
+6,653
New +$585K 0.09% 101
2020
Q3 		– Sell
-73,636
Closed -$6.06M – 139
2020
Q2 		$6.06M Sell
73,636
-11,064
-13% -$873K 1.34% 26
2020
Q1 		$6.09M Sell
84,700
-19,214
-18% -$1.97M 1.73% 18
2019
Q4 		$11.5M Buy
103,914
+5,354
+5% +$601K 2.91% 10
2019
Q3 		$11.1M Buy
98,560
+5,756
+6% +$629K 3.18% 7
2019
Q2 		$9.94M Sell
92,804
-17,516
-16% -$1.81M 2.89% 8
2019
Q1 		$11M Buy
110,320
+6,038
+6% +$590K 3.27% 8
2018
Q4 		$9.01M Sell
104,282
-1,242
-1% -$120K 3.17% 8
2018
Q3 		$11.5M Buy
105,524
+8,376
+9% +$862K 3.11% 11
2018
Q2 		$9.37M Buy
97,148
+19,218
+25% +$1.9M 2.8% 13
2018
Q1 		$7.71M Buy
77,930
+23,676
+44% +$2.35M 2.48% 14
2017
Q4 		$5.1M Buy
54,254
+12,234
+29% +$1.12M 1.76% 16
2017
Q3 		$3.83M Buy
42,020
+24,076
+134% +$2.02M 1.4% 23
2017
Q2 		$1.44M Buy
17,944
+9,632
+116% +$743K 0.55% 44
2017
Q1 		$612K Buy
8,312
+4,760
+134% +$350K 0.26% 64
2016
Q4 		$249K Buy
3,552
+264
+8% +$18K 0.13% 88
2016
Q3 		$212K Buy
+3,288
New +$213K 0.12% 88
2016
Q2 		– Sell
-4,030
Closed -$235K – 89
2016
Q1 		$235K Sell
4,030
-922
-19% -$51.5K 0.16% 73
2015
Q4 		$292K Buy
+4,952
New +$290K 0.2% 66

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

Gerber Kawasaki Wealth & Investment Management's ITA Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 2.2% in Q2 2026, selling an estimated $72.4K and leaving 14,241 shares worth $3.45M. The position accounts for 0.09% of the portfolio, ranked #101.

Gerber Kawasaki Wealth & Investment Management first reported a position in ITA in Q4 2015 and has held it in 41 quarters since. The position peaked at $11.5M in Q4 2019. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 14,241 shares of iShares US Aerospace & Defense ETF worth $3.45M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 318 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $72.4K.
  • iShares US Aerospace & Defense ETF made up 0.09% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #101 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2015 and has held it in 41 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's iShares US Aerospace & Defense ETF position peaked at $11.5M in Q4 2019.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.