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Hager Investment Management Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Hager Investment Management Services’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 		$47.3K Sell
195
-34
-15% -$7.74K 0.02% 149
2026
Q1 		$50.1K Buy
229
+65
+40% +$15.2K 0.03% 144
2025
Q4 		$35.2K Sell
164
-22
-12% -$4.61K 0.02% 155
2025
Q3 		$38.9K Hold
186
– – 0.02% 150
2025
Q2 		$35.1K Sell
186
-60
-24% -$9.96K 0.02% 157
2025
Q1 		$37.7K Sell
246
-31
-11% -$4.74K 0.03% 144
2024
Q4 		$40.3K Buy
+277
New +$41.7K 0.03% 144

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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hager Investment Management Services's ITA Position: Q2 2026 in Review

Hager Investment Management Services reduced its iShares US Aerospace & Defense ETF (ITA) stake by 15% in Q2 2026, selling an estimated $7.74K and leaving 195 shares worth $47.3K. The position accounts for 0.02% of the portfolio, ranked #149.

Hager Investment Management Services first reported a position in ITA in Q4 2024 and has held it in 7 quarters since. The position peaked at $50.1K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Hager Investment Management Services held 195 shares of iShares US Aerospace & Defense ETF worth $47.3K as of Q2 2026.
  • Hager Investment Management Services sold 34 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $7.74K.
  • iShares US Aerospace & Defense ETF made up 0.02% of Hager Investment Management Services's portfolio in Q2 2026, its #149 holding.
  • Hager Investment Management Services first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's iShares US Aerospace & Defense ETF position peaked at $50.1K in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.