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Leeward Financial Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Leeward Financial 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 		$340K Hold
1,401
– – 0.09% 86
2026
Q1 		$306K Hold
1,401
– – 0.09% 81
2025
Q4 		$301K Sell
1,401
-119
-8% -$24.9K 0.08% 84
2025
Q3 		$318K Hold
1,520
– – 0.09% 84
2025
Q2 		$287K Buy
+1,520
New +$252K 0.09% 84
2023
Q2 		– Sell
-2,025
Closed -$233K – 84
2023
Q1 		$233K Buy
+2,025
New +$230K 0.14% 69

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

Leeward Financial Partners's ITA Position: Q2 2026 in Review

Leeward Financial Partners held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 1,401 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #86.

Leeward Financial Partners first reported a position in ITA in Q1 2023 and has held it in 6 quarters since. 1,032 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Leeward Financial Partners held 1,401 shares of iShares US Aerospace & Defense ETF worth $340K as of Q2 2026.
  • Leeward Financial Partners left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.09% of Leeward Financial Partners's portfolio in Q2 2026, its #86 holding.
  • Leeward Financial Partners first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and has held it in 6 quarters since.
  • 1,032 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.