Guerra Pan Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Guerra Pan 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	$250K	Sell	1,030 -154	-13%	-$35.1K	0.14%	102
2026 Q1	$259K	Hold	1,184	–	–	0.16%	97
2025 Q4	$254K	Hold	1,184	–	–	0.15%	96
2025 Q3	$248K	Hold	1,184	–	–	0.15%	101
2025 Q2	$223K	Buy	+1,184	New	+$197K	0.15%	101

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

Guerra Pan Advisors's ITA Position: Q2 2026 in Review

Guerra Pan Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 13% in Q2 2026, selling an estimated $35.1K and leaving 1,030 shares worth $250K. The position accounts for 0.14% of the portfolio, ranked #102.

Guerra Pan Advisors first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. The position peaked at $259K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Guerra Pan Advisors held 1,030 shares of iShares US Aerospace & Defense ETF worth $250K as of Q2 2026.
Guerra Pan Advisors sold 154 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $35.1K.
iShares US Aerospace & Defense ETF made up 0.14% of Guerra Pan Advisors's portfolio in Q2 2026, its #102 holding.
Guerra Pan Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
Guerra Pan Advisors's iShares US Aerospace & Defense ETF position peaked at $259K in Q1 2026.
1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.