Moneta Group Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Moneta Group Investment 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 Q2	$4.78M	Buy	19,717 +885	+5%	+$202K	0.04%	197
2026 Q1	$4.12M	Buy	18,832 +2,254	+14%	+$527K	0.03%	188
2025 Q4	$3.56M	Buy	+16,578	New	+$3.47M	0.03%	201
2025 Q1	–	Sell	-2,369	Closed	-$344K	–	685
2024 Q4	$344K	Buy	+2,369	New	+$357K	﹤0.01%	503
2024 Q3	–	Sell	-1,619	Closed	-$214K	–	658
2024 Q2	$214K	Sell	1,619 -867	-35%	-$115K	﹤0.01%	564
2024 Q1	$328K	Buy	+2,486	New	+$312K	0.01%	458
2018 Q2	–	Sell	-250	Closed	-$25K	–	510
2018 Q1	$25K	Buy	+250	New	+$24.8K	﹤0.01%	374

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

Moneta Group Investment Advisors's ITA Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 4.7% in Q2 2026, buying an estimated $202K and bringing the position to 19,717 shares worth $4.78M. The position accounts for 0.04% of the portfolio, ranked #197.

Moneta Group Investment Advisors first reported a position in ITA in Q1 2018 and has held it in 7 quarters since. 1,037 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Moneta Group Investment Advisors held 19,717 shares of iShares US Aerospace & Defense ETF worth $4.78M as of Q2 2026.
Moneta Group Investment Advisors bought 885 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $202K.
iShares US Aerospace & Defense ETF made up 0.04% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #197 holding.
Moneta Group Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2018 and has held it in 7 quarters since.
1,037 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.