N.E.W. Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$383K Buy
1,579
+326
+26% +$74.2K 0.03% 166
2026
Q1
$274K Buy
1,253
+752
+150% +$176K 0.02% 188
2025
Q4
$107K Buy
501
+332
+196% +$69.5K 0.01% 274
2025
Q3
$35.3K Buy
169
+46
+37% +$9.06K ﹤0.01% 366
2025
Q2
$23.3K Buy
123
+23
+23% +$3.82K ﹤0.01% 431
2025
Q1
$15.4K Buy
+100
New +$15.3K ﹤0.01% 536

Other funds holding ITA

N.E.W. Advisory Services's ITA Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares US Aerospace & Defense ETF (ITA) stake by 26% in Q2 2026, buying an estimated $74.2K and bringing the position to 1,579 shares worth $383K. The position accounts for 0.03% of the portfolio, ranked #166.

N.E.W. Advisory Services first reported a position in ITA in Q1 2025 and has held it in 6 quarters since. 767 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • N.E.W. Advisory Services held 1,579 shares of iShares US Aerospace & Defense ETF worth $383K as of Q2 2026.
  • N.E.W. Advisory Services bought 326 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $74.2K.
  • iShares US Aerospace & Defense ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #166 holding.
  • N.E.W. Advisory Services first reported a position in iShares US Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
  • 767 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.