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

Opal 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 		– Sell
-690
Closed -$50.3K – 403
2026
Q1 		$50.3K Buy
+690
New +$53.8K 0.01% 396
2025
Q3 		– Sell
-564
Closed -$35.5K – 364
2025
Q2 		$35.5K Buy
564
+138
+32% +$7.64K 0.01% 439
2025
Q1 		$21.7K Buy
+426
New +$21.7K 0.01% 510
2024
Q3 		– Sell
-630
Closed -$27.7K – 679
2024
Q2 		$27.7K Buy
+630
New +$27.8K 0.01% 437

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Opal Wealth Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 690 shares — an estimated $50.3K sold.

Opal Wealth Advisors first reported a position in ITA in Q2 2024 and held it in 4 quarters. The position peaked at $50.3K in Q1 2026. 1,050 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 690 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $50.3K.
  • Opal Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $50.3K in Q1 2026.
  • 1,050 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.