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

IHT 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
Q2 		$1.81M Sell
22,341
-1,623
-7% -$123K 0.04% 427
2026
Q1 		$1.75M Buy
23,964
+4,344
+22% +$339K 0.04% 413
2025
Q4 		$1.4M Sell
19,620
-1,224
-6% -$85.4K 0.03% 444
2025
Q3 		$1.45M Buy
20,844
+3,318
+19% +$218K 0.04% 420
2025
Q2 		$1.1M Sell
17,526
-1,140
-6% -$63.1K 0.03% 471
2025
Q1 		$953K Buy
18,666
+1,068
+6% +$54.4K 0.03% 492
2024
Q4 		$853K Buy
17,598
+7,338
+72% +$369K 0.03% 508
2024
Q3 		$513K Buy
10,260
+1,884
+22% +$88.6K 0.01% 715
2024
Q2 		$369K Buy
8,376
+48
+0.6% +$2.12K 0.01% 731
2024
Q1 		$366K Sell
8,328
-36
-0.4% -$1.5K 0.01% 728
2023
Q4 		$353K Buy
+8,364
New +$322K 0.02% 706
2021
Q4 		– Sell
-6,087
Closed -$212K – 830
2021
Q3 		$212K Sell
6,087
-45
-0.7% -$1.59K 0.02% 718
2021
Q2 		$224K Buy
6,132
+243
+4% +$8.72K 0.01% 823
2021
Q1 		$204K Sell
5,889
-480
-8% -$15.6K 0.01% 772
2020
Q4 		$201K Buy
+6,369
New +$187K 0.02% 688
2020
Q3 		– Sell
-7,680
Closed -$211K – 675
2020
Q2 		$211K Sell
7,680
-18,378
-71% -$483K 0.03% 510
2020
Q1 		$625K Buy
26,058
+1,812
+7% +$61.8K 0.09% 240
2019
Q4 		$897K Sell
24,246
-396
-2% -$14.8K 0.11% 220
2019
Q3 		$923K Sell
24,642
-13,980
-36% -$509K 0.13% 190
2019
Q2 		$1.38M Sell
38,622
-24,018
-38% -$829K 0.2% 120
2019
Q1 		$2.08M Buy
62,640
+10,158
+19% +$331K 0.35% 69
2018
Q4 		$1.51M Buy
52,482
+8,046
+18% +$258K 0.29% 94
2018
Q3 		$1.6M Sell
44,436
-108
-0.2% -$3.7K 0.35% 73
2018
Q2 		$1.43M Buy
44,544
+11,040
+33% +$365K 0.37% 68
2018
Q1 		$1.09M Buy
33,504
+2,262
+7% +$74.7K 0.29% 80
2017
Q4 		$1M Buy
31,242
+25,356
+431% +$773K 0.27% 96
2017
Q3 		$179K Buy
5,886
+2,688
+84% +$75.2K 0.08% 263
2017
Q2 		$62K Buy
3,198
+2,922
+1,059% +$75.2K 0.03% 459
2017
Q1 		$7K Buy
+276
New +$6.76K ﹤0.01% 908

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 $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

IHT Wealth Management's ITA Position: Q2 2026 in Review

IHT Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 6.8% in Q2 2026, selling an estimated $123K and leaving 22,341 shares worth $1.81M. The position accounts for 0.04% of the portfolio, ranked #427.

IHT Wealth Management first reported a position in ITA in Q1 2017 and has held it in 29 quarters since. The position peaked at $2.08M in Q1 2019. 1,052 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • IHT Wealth Management held 22,341 shares of iShares US Aerospace & Defense ETF worth $1.81M as of Q2 2026.
  • IHT Wealth Management sold 1,623 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $123K.
  • iShares US Aerospace & Defense ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #427 holding.
  • IHT Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2017 and has held it in 29 quarters since.
  • IHT Wealth Management's iShares US Aerospace & Defense ETF position peaked at $2.08M in Q1 2019.
  • 1,052 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.