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Nvest Wealth Strategies’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Nvest Wealth Strategies’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 		$23.5K Buy
97
+62
+177% +$14.1K 0.01% 78
2026
Q1 		$7.66K Buy
+35
New +$8.19K 0.01% 132

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Nvest Wealth Strategies's ITA Position: Q2 2026 in Review

Nvest Wealth Strategies increased its iShares US Aerospace & Defense ETF (ITA) stake by 177% in Q2 2026, buying an estimated $14.1K and bringing the position to 97 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #78.

Nvest Wealth Strategies first reported a position in ITA in Q1 2026 and has held it in 2 quarters since. 677 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Nvest Wealth Strategies held 97 shares of iShares US Aerospace & Defense ETF worth $23.5K as of Q2 2026.
  • Nvest Wealth Strategies bought 62 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $14.1K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #78 holding.
  • Nvest Wealth Strategies first reported a position in iShares US Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 677 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.