Marco Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Marco Investment 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	$218K	Buy	+900	New	+$205K	0.01%	233
2024 Q4	–	Sell	-1,800	Closed	-$269K	–	227
2024 Q3	$269K	Buy	+1,800	New	+$254K	0.02%	179
2023 Q3	–	Sell	-1,800	Closed	-$210K	–	200
2023 Q2	$210K	Hold	1,800	–	–	0.02%	193
2023 Q1	$207K	Hold	1,800	–	–	0.02%	190
2022 Q4	$201K	Buy	+1,800	New	+$192K	0.02%	195
2020 Q1	–	Sell	-1,802	Closed	-$200K	–	170
2019 Q4	$200K	Hold	1,802	–	–	0.03%	173
2019 Q3	$202K	Buy	+1,802	New	+$197K	0.03%	167

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

Marco Investment Management's ITA Position: Q2 2026 in Review

Marco Investment Management opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 900 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: Marco Investment Management previously reported a position in ITA as recently as Q3 2024.

Marco Investment Management first reported a position in ITA in Q3 2019 and has held it in 7 quarters since. The position peaked at $269K in Q3 2024. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Marco Investment Management held 900 shares of iShares US Aerospace & Defense ETF worth $218K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Marco Investment Management position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.01% of Marco Investment Management's portfolio in Q2 2026, its #233 holding.
Marco Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2019 and has held it in 7 quarters since.
Marco Investment Management's iShares US Aerospace & Defense ETF position peaked at $269K in Q3 2024.
1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.