MFT
ITA icon

Moisand Fitzgerald Tamayo’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Moisand Fitzgerald Tamayo’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 		$11.6K Hold
48
– – ﹤0.01% 353
2026
Q1 		$10.5K Hold
48
– – ﹤0.01% 338
2025
Q4 		$10.3K Sell
48
-47
-49% -$9.84K ﹤0.01% 339
2025
Q3 		$19.9K Hold
95
– – ﹤0.01% 276
2025
Q2 		$17.9K Hold
95
– – ﹤0.01% 289
2025
Q1 		$14.5K Hold
95
– – ﹤0.01% 301
2024
Q4 		$13.8K Hold
95
– – ﹤0.01% 308
2024
Q3 		$14.2K Hold
95
– – ﹤0.01% 313
2024
Q2 		$12.5K Hold
95
– – ﹤0.01% 291
2024
Q1 		$12.5K Hold
95
– – ﹤0.01% 292
2023
Q4 		$12K Hold
95
– – ﹤0.01% 314
2023
Q3 		$10.1K Hold
95
– – ﹤0.01% 337
2023
Q2 		$11.1K Buy
+95
New +$10.8K ﹤0.01% 312
2022
Q1 		– Sell
-270
Closed -$28K – 582
2021
Q4 		$28K Buy
+270
New +$28.1K 0.01% 183

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 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ITA Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 48 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Moisand Fitzgerald Tamayo first reported a position in ITA in Q4 2021 and has held it in 14 quarters since. The position peaked at $28K in Q4 2021. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 48 shares of iShares US Aerospace & Defense ETF worth $11.6K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #353 holding.
  • Moisand Fitzgerald Tamayo first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and has held it in 14 quarters since.
  • Moisand Fitzgerald Tamayo's iShares US Aerospace & Defense ETF position peaked at $28K in Q4 2021.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.