Indie Asset Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Indie Asset Partners’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	$3.36M	Buy	13,853 +632	+5%	+$144K	3.22%	5
2026 Q1	$2.89M	Buy	13,221 +886	+7%	+$207K	3.3%	6
2025 Q4	$2.65M	Buy	12,335 +105	+0.9%	+$22K	2.95%	6
2025 Q3	$2.56M	Buy	12,230 +8,303	+211%	+$1.64M	3.41%	7
2025 Q2	$741K	Buy	+3,927	New	+$652K	1.35%	23

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

Indie Asset Partners's ITA Position: Q2 2026 in Review

Indie Asset Partners increased its iShares US Aerospace & Defense ETF (ITA) stake by 4.8% in Q2 2026, buying an estimated $144K and bringing the position to 13,853 shares worth $3.36M. The position accounts for 3.22% of the portfolio, ranked #5.

Indie Asset Partners first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. 1,041 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Indie Asset Partners held 13,853 shares of iShares US Aerospace & Defense ETF worth $3.36M as of Q2 2026.
Indie Asset Partners bought 632 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $144K.
iShares US Aerospace & Defense ETF made up 3.22% of Indie Asset Partners's portfolio in Q2 2026, its #5 holding.
Indie Asset Partners first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
1,041 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.