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

Kingsview 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 		$2.32M Buy
9,567
+802
+9% +$183K 0.03% 525
2026
Q1 		$1.92M Buy
8,765
+2,974
+51% +$696K 0.03% 522
2025
Q4 		$1.24M Buy
5,791
+783
+16% +$164K 0.02% 579
2025
Q3 		$1.05M Buy
5,008
+277
+6% +$54.6K 0.02% 596
2025
Q2 		$893K Buy
4,731
+1,106
+31% +$184K 0.02% 617
2025
Q1 		$555K Sell
3,625
-36,956
-91% -$5.64M 0.01% 692
2024
Q4 		$5.9M Buy
40,581
+26,328
+185% +$3.97M 0.11% 180
2024
Q3 		$2.13M Buy
14,253
+8,571
+151% +$1.21M 0.04% 363
2024
Q2 		$750K Sell
5,682
-2,927
-34% -$388K 0.02% 578
2024
Q1 		$1.14M Sell
8,609
-593
-6% -$74.4K 0.03% 467
2023
Q4 		$1.16M Buy
9,202
+6,480
+238% +$748K 0.03% 421
2023
Q3 		$288K Sell
2,722
-1,682
-38% -$192K 0.01% 758
2023
Q2 		$514K Sell
4,404
-6,467
-59% -$736K 0.02% 582
2023
Q1 		$1.25M Buy
+10,871
New +$1.24M 0.05% 336
2022
Q3 		– Sell
-21,181
Closed -$2.1M – 854
2022
Q2 		$2.1M Buy
21,181
+18,226
+617% +$1.88M 0.1% 218
2022
Q1 		$327K Buy
+2,955
New +$314K 0.01% 672

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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Kingsview Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 9.2% in Q2 2026, buying an estimated $183K and bringing the position to 9,567 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #525.

Kingsview Wealth Management first reported a position in ITA in Q1 2022 and has held it in 16 quarters since. The position peaked at $5.9M in Q4 2024. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Kingsview Wealth Management held 9,567 shares of iShares US Aerospace & Defense ETF worth $2.32M as of Q2 2026.
  • Kingsview Wealth Management bought 802 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $183K.
  • iShares US Aerospace & Defense ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #525 holding.
  • Kingsview Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and has held it in 16 quarters since.
  • Kingsview Wealth Management's iShares US Aerospace & Defense ETF position peaked at $5.9M in Q4 2024.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.