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Harel Insurance Investments & Financial Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Harel Insurance Investments & Financial 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 		– Sell
-1,280
Closed -$280K – 548
2026
Q1 		$280K Buy
+1,280
New +$299K ﹤0.01% 272
2024
Q2 		– Sell
-87
Closed -$11K – 561
2024
Q1 		$11K Hold
87
– – ﹤0.01% 479
2023
Q4 		$11K Hold
87
– – ﹤0.01% 533
2023
Q3 		$9K Hold
87
– – ﹤0.01% 601
2023
Q2 		$10K Hold
87
– – ﹤0.01% 620
2023
Q1 		$10K Buy
+87
New +$9.89K ﹤0.01% 631
2020
Q3 		– Sell
-260,320
Closed -$21.4M – 670
2020
Q2 		$21.4M Hold
260,320
– – 0.74% 41
2020
Q1 		$18.8M Hold
260,320
– – 0.88% 34
2019
Q4 		$28.9M Buy
260,320
+180,520
+226% +$20.3M 1.26% 27
2019
Q3 		$8.97M Buy
+79,800
New +$8.72M 0.58% 35
2019
Q2 		– Sell
-226
Closed -$23K – 500
2019
Q1 		$23K Sell
226
-10,112
-98% -$988K ﹤0.01% 351
2018
Q4 		$893K Buy
10,338
+9,228
+831% +$889K 0.05% 87
2018
Q3 		$121K Hold
1,110
– – 0.01% 255
2018
Q2 		$106K Sell
1,110
-420
-27% -$41.6K 0.01% 239
2018
Q1 		$150K Hold
1,530
– – 0.01% 238
2017
Q4 		$143K Buy
+1,530
New +$140K 0.01% 239

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

Harel Insurance Investments & Financial Services's ITA Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 1,280 shares — an estimated $280K sold.

Harel Insurance Investments & Financial Services first reported a position in ITA in Q4 2017 and held it in 16 quarters. The position peaked at $28.9M in Q4 2019. 1,037 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Harel Insurance Investments & Financial Services reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,280 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $280K.
  • Harel Insurance Investments & Financial Services first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and held it in 16 quarters.
  • Harel Insurance Investments & Financial Services's iShares US Aerospace & Defense ETF position peaked at $28.9M in Q4 2019.
  • 1,037 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.