Regatta Research & Money Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Regatta Research & Money 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	$339K	Buy	+1,400	New	+$319K	0.32%	65

Other funds holding ITA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Regatta Research & Money Management's ITA Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 1,400 shares worth $339K. The stake represents 0.32% of the portfolio and ranks #65 among its holdings.

837 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Regatta Research & Money Management held 1,400 shares of iShares US Aerospace & Defense ETF worth $339K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.32% of Regatta Research & Money Management's portfolio in Q2 2026, its #65 holding.
837 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.