MPWM Advisory Solutions’s iShares US Aerospace & Defense ETF ITA Stock Holding History

MPWM Advisory Solutions’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	$2.91K	Hold	12	–	–	﹤0.01%	460
2026 Q1	$2.63K	Hold	12	–	–	﹤0.01%	463
2025 Q4	$2.58K	Hold	12	–	–	﹤0.01%	436
2025 Q3	$2.51K	Hold	12	–	–	﹤0.01%	404
2025 Q2	$2.26K	Buy	+12	New	+$1.99K	﹤0.01%	426

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

MPWM Advisory Solutions's ITA Position: Q2 2026 in Review

MPWM Advisory Solutions held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 12 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

MPWM Advisory Solutions first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

MPWM Advisory Solutions held 12 shares of iShares US Aerospace & Defense ETF worth $2.91K as of Q2 2026.
MPWM Advisory Solutions left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #460 holding.
MPWM Advisory Solutions first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.