New York Life Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

New York Life Investment Management’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	$2.72M	Buy	+11,233	New	+$2.56M	0.02%	500
2015 Q1	–	Sell	-30,770	Closed	-$1.76M	–	260
2014 Q4	$1.76M	Sell	30,770 -16,322	-35%	-$900K	0.21%	62
2014 Q3	$2.53M	Buy	47,092 +1,328	+3%	+$71.3K	0.42%	49
2014 Q2	$2.47M	Buy	45,764 +11,702	+34%	+$639K	0.42%	46
2014 Q1	$1.86M	Buy	+34,062	New	+$1.83M	0.39%	47

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 22.9% 1-Year Est. Return

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

New York Life Investment Management's ITA Position: Q2 2026 in Review

New York Life Investment Management opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 11,233 shares worth $2.72M. The stake represents 0.02% of the portfolio and ranks #500 among its holdings. This is a return to the name: New York Life Investment Management previously reported a position in ITA as recently as Q4 2014.

New York Life Investment Management first reported a position in ITA in Q1 2014 and has held it in 5 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

New York Life Investment Management held 11,233 shares of iShares US Aerospace & Defense ETF worth $2.72M as of Q2 2026.
iShares US Aerospace & Defense ETF was a new New York Life Investment Management position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.02% of New York Life Investment Management's portfolio in Q2 2026, its #500 holding.
New York Life Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2014 and has held it in 5 quarters since.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.