Meitav Investment House’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Meitav Investment House’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	$21.8M	Buy	+90,081	New	+$20.5M	0.15%	93
2024 Q1	–	Sell	-52,122	Closed	-$6.6M	–	285
2023 Q4	$6.6M	Sell	52,122 -314	-0.6%	-$36.3K	0.1%	107
2023 Q3	$5.6M	Hold	52,436	–	–	0.09%	118
2023 Q2	$6.09M	Hold	52,436	–	–	0.1%	120
2023 Q1	$6.02M	Sell	52,436 -354	-0.7%	-$40.3K	0.1%	134
2022 Q4	$5.91M	Hold	52,790	–	–	0.1%	142
2022 Q3	$4.87M	Hold	52,790	–	–	0.09%	144
2022 Q2	$5.24M	Hold	52,790	–	–	0.09%	141
2022 Q1	$5.85M	Buy	52,790 +7,328	+16%	+$779K	0.09%	152
2021 Q4	$4.67M	Hold	45,462	–	–	0.08%	164
2021 Q3	$4.75M	Sell	45,462 -145,032	-76%	-$15.4M	0.08%	164
2021 Q2	$20.9M	Sell	190,494 -193,990	-50%	-$20.9M	0.53%	58
2021 Q1	$40M	Buy	384,484 +90,090	+31%	+$8.79M	1.12%	18
2020 Q4	$27.9M	Buy	+294,394	New	+$25.9M	1.09%	34
2020 Q2	–	Sell	-4,080	Closed	-$293K	–	416
2020 Q1	$293K	Sell	4,080 -199,390	-98%	-$20.4M	0.02%	289
2019 Q4	$22.6M	Buy	+203,470	New	+$22.8M	1.64%	18
2018 Q3	–	Sell	-10,990	Closed	-$3.86M	–	460
2018 Q2	$3.86M	Buy	+10,990	New	+$1.09M	0.17%	87

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

Meitav Investment House's ITA Position: Q2 2026 in Review

Meitav Investment House opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 90,081 shares worth $21.8M. The stake represents 0.15% of the portfolio and ranks #93 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in ITA as recently as Q4 2023.

Meitav Investment House first reported a position in ITA in Q2 2018 and has held it in 17 quarters since. The position peaked at $40M in Q1 2021. 1,041 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Meitav Investment House held 90,081 shares of iShares US Aerospace & Defense ETF worth $21.8M as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Meitav Investment House position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.15% of Meitav Investment House's portfolio in Q2 2026, its #93 holding.
Meitav Investment House first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and has held it in 17 quarters since.
Meitav Investment House's iShares US Aerospace & Defense ETF position peaked at $40M in Q1 2021.
1,041 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.