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Mount Yale Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Mount Yale 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 		$1.59M Sell
6,559
-128
-2% -$29.1K 0.03% 467
2026
Q1 		$1.46M Buy
6,687
+714
+12% +$167K 0.03% 443
2025
Q4 		$1.28M Buy
+5,973
New +$1.25M 0.06% 271
2018
Q4 		– Sell
-116
Closed -$12K – 529
2018
Q3 		$12K Hold
116
– – ﹤0.01% 837
2018
Q2 		$11K Buy
+116
New +$11.5K ﹤0.01% 867

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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mount Yale Investment Advisors's ITA Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 1.9% in Q2 2026, selling an estimated $29.1K and leaving 6,559 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #467.

Mount Yale Investment Advisors first reported a position in ITA in Q2 2018 and has held it in 5 quarters since. 1,044 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Mount Yale Investment Advisors held 6,559 shares of iShares US Aerospace & Defense ETF worth $1.59M as of Q2 2026.
  • Mount Yale Investment Advisors sold 128 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $29.1K.
  • iShares US Aerospace & Defense ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #467 holding.
  • Mount Yale Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and has held it in 5 quarters since.
  • 1,044 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.