Howard Wealth Management
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Howard Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Howard Wealth 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
Q3 		$1.3M Buy
18,768
+66
+0.4% +$5.13K 0.47% 50
2026
Q2 		$1.51M Sell
18,702
-525
-3% -$39.8K 0.56% 45
2026
Q1 		$1.4M Sell
19,227
-555
-3% -$43.3K 0.59% 47
2025
Q4 		$1.42M Sell
19,782
-612
-3% -$42.7K 0.62% 45
2025
Q3 		$1.42M Sell
20,394
-12
-0.1% -$788 0.65% 45
2025
Q2 		$1.28M Sell
20,406
-363
-2% -$20.1K 0.65% 43
2025
Q1 		$1.06M Buy
20,769
+162
+0.8% +$8.25K 0.59% 49
2024
Q4 		$998K Buy
20,607
+3,486
+20% +$175K 0.54% 53
2024
Q3 		$854K Buy
17,121
+84
+0.5% +$3.95K 0.5% 54
2024
Q2 		$750K Buy
17,037
+2,868
+20% +$127K 0.59% 46
2024
Q1 		$623K Sell
14,169
-60
-0.4% -$2.51K 0.51% 48
2023
Q4 		$600K Buy
14,229
+546
+4% +$21K 0.5% 46
2023
Q3 		$483K Sell
13,683
-270
-2% -$10.3K 0.45% 50
2023
Q2 		$543K Buy
13,953
+75
+0.5% +$2.84K 0.47% 48
2023
Q1 		$532K Sell
13,878
-60
-0.4% -$2.28K 0.44% 56
2022
Q4 		$520K Buy
13,938
+135
+1% +$4.79K 0.43% 61
2022
Q3 		$419K Buy
+13,803
New +$465K 0.3% 68
2022
Q2 		– Sell
-14,058
Closed -$519K – 95
2022
Q1 		$519K Sell
14,058
-180
-1% -$6.38K 0.28% 74
2021
Q4 		$487K Sell
14,238
-807
-5% -$28K 0.26% 81
2021
Q3 		$522K Sell
15,045
-900
-6% -$31.8K 0.29% 78
2021
Q2 		$582K Sell
15,945
-540
-3% -$19.4K 0.32% 74
2021
Q1 		$572K Sell
16,485
-1,350
-8% -$43.9K 0.33% 73
2020
Q4 		$563K Sell
17,835
-1,125
-6% -$33K 0.35% 69
2020
Q3 		$500K Sell
18,960
-2,520
-12% -$68.8K 0.36% 67
2020
Q2 		$589K Buy
21,480
+90
+0.4% +$2.37K 0.48% 53
2020
Q1 		$512K Buy
21,390
+108
+0.5% +$3.68K 0.54% 45
2019
Q4 		$787K Buy
+21,282
New +$797K 0.66% 30

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Howard Wealth Management's ITA Position: Q3 2026 in Review

Howard Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.35% in Q3 2026, buying an estimated $5.13K and bringing the position to 18,768 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #50.

Howard Wealth Management first reported a position in ITA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.51M in Q2 2026. 908 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Howard Wealth Management held 18,768 shares of iShares US Aerospace & Defense ETF worth $1.3M as of Q3 2026.
  • Howard Wealth Management bought 66 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $5.13K.
  • iShares US Aerospace & Defense ETF made up 0.47% of Howard Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Howard Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's iShares US Aerospace & Defense ETF position peaked at $1.51M in Q2 2026.
  • 908 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.