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

MONECO 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
Q3 		$243K Sell
3,516
-240
-6% -$18.7K 0.01% 546
2026
Q2 		$303K Sell
3,756
-105
-3% -$7.97K 0.02% 470
2026
Q1 		$281K Buy
+3,861
New +$301K 0.02% 416

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

MONECO Advisors's ITA Position: Q3 2026 in Review

MONECO Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 6.4% in Q3 2026, selling an estimated $18.7K and leaving 3,516 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #546.

MONECO Advisors first reported a position in ITA in Q1 2026 and has held it in 3 quarters since. The position peaked at $303K in Q2 2026. 908 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • MONECO Advisors held 3,516 shares of iShares US Aerospace & Defense ETF worth $243K as of Q3 2026.
  • MONECO Advisors sold 240 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $18.7K.
  • iShares US Aerospace & Defense ETF made up 0.01% of MONECO Advisors's portfolio in Q3 2026, its #546 holding.
  • MONECO Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2026 and has held it in 3 quarters since.
  • MONECO Advisors's iShares US Aerospace & Defense ETF position peaked at $303K in Q2 2026.
  • 908 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.