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

Mackenzie Financial’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 		– Sell
-1,500
Closed -$328K – 1629
2026
Q1 		$328K Hold
1,500
– – ﹤0.01% 1289
2025
Q4 		$324K Hold
1,500
– – ﹤0.01% 1350
2025
Q3 		$314K Sell
1,500
-150
-9% -$29.5K ﹤0.01% 1392
2025
Q2 		$311K Sell
1,650
-320
-16% -$53.1K ﹤0.01% 1382
2025
Q1 		$302K Buy
+1,970
New +$301K ﹤0.01% 1381

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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial's ITA Position: Q2 2026 in Review

Mackenzie Financial sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 1,500 shares — an estimated $328K sold.

Mackenzie Financial first reported a position in ITA in Q1 2025 and held it in 5 quarters. The position peaked at $328K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Mackenzie Financial reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 1,500 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $328K.
  • Mackenzie Financial first reported a position in iShares US Aerospace & Defense ETF in Q1 2025 and held it in 5 quarters.
  • Mackenzie Financial's iShares US Aerospace & Defense ETF position peaked at $328K in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.