One Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

One Wealth 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	$864K	Sell	3,566 -899	-20%	-$205K	0.1%	112
2026 Q1	$977K	Buy	4,465 +657	+17%	+$154K	0.12%	95
2025 Q4	$818K	Buy	3,808 +381	+11%	+$79.8K	0.1%	108
2025 Q3	$717K	Buy	+3,427	New	+$675K	0.09%	122

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

One Wealth Advisors's ITA Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 20% in Q2 2026, selling an estimated $205K and leaving 3,566 shares worth $864K. The position accounts for 0.1% of the portfolio, ranked #112.

One Wealth Advisors first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. The position peaked at $977K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

One Wealth Advisors held 3,566 shares of iShares US Aerospace & Defense ETF worth $864K as of Q2 2026.
One Wealth Advisors sold 899 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $205K.
iShares US Aerospace & Defense ETF made up 0.1% of One Wealth Advisors's portfolio in Q2 2026, its #112 holding.
One Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
One Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $977K in Q1 2026.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.