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Means Investment Company’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Means Investment Company’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 		$558K Buy
2,304
+21
+0.9% +$4.78K 0.04% 125
2026
Q1 		$500K Hold
2,283
– – 0.04% 125
2025
Q4 		$490K Hold
2,283
– – 0.04% 126
2025
Q3 		$478K Sell
2,283
-2
-0.1% -$394 0.04% 132
2025
Q2 		$431K Hold
2,285
– – 0.04% 137
2025
Q1 		$350K Sell
2,285
-659
-22% -$101K 0.04% 142
2024
Q4 		$428K Buy
2,944
+53
+2% +$7.99K 0.04% 136
2024
Q3 		$433K Buy
2,891
+39
+1% +$5.5K 0.05% 134
2024
Q2 		$377K Buy
2,852
+75
+3% +$9.94K 0.05% 142
2024
Q1 		$366K Buy
2,777
+132
+5% +$16.6K 0.05% 143
2023
Q4 		$335K Buy
2,645
+27
+1% +$3.12K 0.05% 151
2023
Q3 		$277K Sell
2,618
-115
-4% -$13.1K 0.05% 167
2023
Q2 		$319K Sell
2,733
-100
-4% -$11.4K 0.05% 158
2023
Q1 		$326K Buy
2,833
+102
+4% +$11.6K 0.06% 150
2022
Q4 		$305K Buy
+2,731
New +$291K 0.06% 154

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

Means Investment Company's ITA Position: Q2 2026 in Review

Means Investment Company increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.92% in Q2 2026, buying an estimated $4.78K and bringing the position to 2,304 shares worth $558K. The position accounts for 0.04% of the portfolio, ranked #125.

Means Investment Company first reported a position in ITA in Q4 2022 and has held it in 15 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Means Investment Company held 2,304 shares of iShares US Aerospace & Defense ETF worth $558K as of Q2 2026.
  • Means Investment Company bought 21 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $4.78K.
  • iShares US Aerospace & Defense ETF made up 0.04% of Means Investment Company's portfolio in Q2 2026, its #125 holding.
  • Means Investment Company first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.