MWM
ITA icon

Meridian Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Meridian Wealth 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 		$412K Buy
1,698
+4
+0.2% +$911 0.01% 595
2026
Q1 		$370K Sell
1,694
-767
-31% -$179K 0.01% 600
2025
Q4 		$528K Buy
2,461
+68
+3% +$14.2K 0.02% 490
2025
Q3 		$501K Buy
2,393
+69
+3% +$13.6K 0.02% 479
2025
Q2 		$438K Buy
2,324
+100
+4% +$16.6K 0.02% 479
2025
Q1 		$340K Sell
2,224
-6
-0.3% -$916 0.02% 495
2024
Q4 		$324K Buy
2,230
+13
+0.6% +$1.96K 0.02% 508
2024
Q3 		$332K Buy
+2,217
New +$313K 0.02% 494
2024
Q2 		– Sell
-2,925
Closed -$386K – 409
2024
Q1 		$386K Sell
2,925
-170
-5% -$21.3K 0.06% 154
2023
Q4 		$392K Sell
3,095
-1,775
-36% -$205K 0.03% 434
2023
Q3 		$516K Buy
4,870
+2,452
+101% +$280K 0.03% 359
2023
Q2 		$282K Buy
2,418
+1
+0% +$114 0.02% 449
2023
Q1 		$278K Sell
2,417
-221
-8% -$25.1K 0.02% 443
2022
Q4 		$295K Sell
2,638
-62
-2% -$6.6K 0.03% 418
2022
Q3 		$246K Buy
2,700
+428
+19% +$43.2K 0.03% 410
2022
Q2 		$225K Buy
+2,272
New +$234K 0.02% 495
2019
Q3 		– Sell
-260
Closed -$278 – 333
2019
Q2 		$278 Buy
+260
New +$26.9K 0.01% 476

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Meridian Wealth Management's ITA Position: Q2 2026 in Review

Meridian Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.24% in Q2 2026, buying an estimated $911 and bringing the position to 1,698 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #595.

Meridian Wealth Management first reported a position in ITA in Q2 2019 and has held it in 17 quarters since. The position peaked at $528K in Q4 2025. 677 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Meridian Wealth Management held 1,698 shares of iShares US Aerospace & Defense ETF worth $412K as of Q2 2026.
  • Meridian Wealth Management bought 4 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $911.
  • iShares US Aerospace & Defense ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #595 holding.
  • Meridian Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2019 and has held it in 17 quarters since.
  • Meridian Wealth Management's iShares US Aerospace & Defense ETF position peaked at $528K in Q4 2025.
  • 677 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.