Matthew Hamilton Rosenberg’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$14.9K	Hold	216	–	–	﹤0.01%	591
2026 Q2	$17.5K	Hold	216	–	–	﹤0.01%	566
2026 Q1	$15.8K	Hold	216	–	–	﹤0.01%	567
2025 Q4	$15.5K	Hold	216	–	–	﹤0.01%	575
2025 Q3	$15.1K	Hold	216	–	–	﹤0.01%	585
2025 Q2	$13.6K	Hold	216	–	–	﹤0.01%	618
2025 Q1	$11K	Hold	216	–	–	﹤0.01%	618
2024 Q4	$10.5K	Hold	216	–	–	﹤0.01%	615
2024 Q3	$10.8K	Hold	216	–	–	﹤0.01%	609
2024 Q2	$9.47K	Hold	216	–	–	﹤0.01%	600
2024 Q1	$9.42K	Buy	216 +201	+1,340%	+$8.4K	﹤0.01%	614
2023 Q4	$633	Hold	15	–	–	﹤0.01%	810
2023 Q3	$530	Hold	15	–	–	﹤0.01%	818
2023 Q2	$583	Buy	+15	New	+$569	﹤0.01%	825

Other funds holding ITA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Matthew Hamilton Rosenberg's ITA Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2026 at 216 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Matthew Hamilton Rosenberg first reported a position in ITA in Q2 2023 and has held it in 14 quarters since. The position peaked at $17.5K in Q2 2026. 705 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Matthew Hamilton Rosenberg held 216 shares of iShares US Aerospace & Defense ETF worth $14.9K as of Q3 2026.
Matthew Hamilton Rosenberg left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #591 holding.
Matthew Hamilton Rosenberg first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and has held it in 14 quarters since.
Matthew Hamilton Rosenberg's iShares US Aerospace & Defense ETF position peaked at $17.5K in Q2 2026.
705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.