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

Jupiter 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	$2.97M	Hold	12,249	–	–	1.19%	23
2026 Q1	$2.76M	Hold	12,249	–	–	1.09%	23
2025 Q4	$2.85M	Hold	12,249	–	–	1.27%	20
2025 Q3	$2.56M	Buy	12,249 +500	+4%	+$98.5K	1.21%	20
2025 Q2	$2.31M	Buy	11,749 +200	+2%	+$33.2K	1.17%	21
2025 Q1	$2M	Sell	11,549 -1,291	-10%	-$197K	1.21%	22
2024 Q4	$1.87M	Hold	12,840	–	–	0.94%	29
2024 Q3	$1.92M	Buy	12,840 +1,200	+10%	+$169K	0.98%	30
2024 Q2	$1.67M	Buy	11,640 +140	+1%	+$18.6K	0.88%	34
2024 Q1	$1.54M	Buy	11,500 +800	+7%	+$100K	0.82%	33
2023 Q4	$1.35M	Hold	10,700	–	–	0.8%	30
2023 Q3	$1.22M	Buy	+10,700	New	+$1.22M	0.79%	32
2020 Q1	–	Sell	-4,400	Closed	-$507K	–	81
2019 Q4	$507K	Buy	+4,400	New	+$494K	0.25%	56

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

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

Jupiter Wealth Management held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 12,249 shares worth $2.97M. The position accounts for 1.19% of the portfolio, ranked #23.

Jupiter Wealth Management first reported a position in ITA in Q4 2019 and has held it in 13 quarters since. 1,041 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Jupiter Wealth Management held 12,249 shares of iShares US Aerospace & Defense ETF worth $2.97M as of Q2 2026.
Jupiter Wealth Management left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up 1.19% of Jupiter Wealth Management's portfolio in Q2 2026, its #23 holding.
Jupiter Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 13 quarters since.
1,041 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Jupiter Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.