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

Institute for 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	$287K	Sell	1,185 -137	-10%	-$31.2K	0.03%	436
2026 Q1	$289K	Buy	1,322 +137	+12%	+$32K	0.03%	433
2025 Q4	$254K	Hold	1,185	–	–	0.03%	475
2025 Q3	$248K	Sell	1,185 -1	-0.1%	-$197	0.03%	503
2025 Q2	$224K	Buy	+1,186	New	+$197K	0.02%	512
2020 Q1	–	Sell	-1,244	Closed	-$138K	–	531
2019 Q4	$138K	Buy	+1,244	New	+$140K	0.03%	450

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 22.9% 1-Year Est. Return

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

Institute for Wealth Management's ITA Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 10% in Q2 2026, selling an estimated $31.2K and leaving 1,185 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #436.

Institute for Wealth Management first reported a position in ITA in Q4 2019 and has held it in 6 quarters since. The position peaked at $289K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Institute for Wealth Management held 1,185 shares of iShares US Aerospace & Defense ETF worth $287K as of Q2 2026.
Institute for Wealth Management sold 137 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $31.2K.
iShares US Aerospace & Defense ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #436 holding.
Institute for Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 6 quarters since.
Institute for Wealth Management's iShares US Aerospace & Defense ETF position peaked at $289K in Q1 2026.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.