Maxele Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Maxele Advisors’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	$3.23M	Buy	+13,310	New	+$3.03M	2.25%	14
2025 Q4	$2.84M	Buy	13,245 +605	+5%	+$127K	2.31%	14
2025 Q3	$2.65M	Buy	12,640 +995	+9%	+$196K	2.28%	13
2025 Q2	$2.2M	Buy	11,645 +620	+6%	+$103K	1.92%	16
2025 Q1	$1.69M	Buy	11,025 +100	+0.9%	+$15.3K	1.63%	18
2024 Q4	$1.59M	Buy	+10,925	New	+$1.65M	1.51%	17
2022 Q3	$954K	Sell	10,465 -50	-0.5%	-$5.05K	1.6%	18
2022 Q2	$1.04M	Sell	10,515 -259	-2%	-$26.7K	1.64%	16
2022 Q1	$1.19M	Sell	10,774 -380	-3%	-$40.4K	1.48%	18
2021 Q4	$1.15M	Buy	+11,154	New	+$1.16M	1.32%	20

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

Maxele Advisors's ITA Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 13,310 shares worth $3.23M. The stake represents 2.25% of the portfolio and ranks #14 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in ITA as recently as Q4 2025.

Maxele Advisors first reported a position in ITA in Q4 2021 and has held it in 10 quarters since. 1,037 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Maxele Advisors held 13,310 shares of iShares US Aerospace & Defense ETF worth $3.23M as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Maxele Advisors position in Q2 2026.
iShares US Aerospace & Defense ETF made up 2.25% of Maxele Advisors's portfolio in Q2 2026, its #14 holding.
Maxele Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and has held it in 10 quarters since.
1,037 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.