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ORG Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

ORG Wealth Partners’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
-1,689
Closed -$369K – 704
2026
Q1 		$369K Hold
1,689
– – 0.07% 162
2025
Q4 		$363K Hold
1,689
– – 0.09% 147
2025
Q3 		$353K Hold
1,689
– – 0.08% 153
2025
Q2 		$312K Buy
1,689
+674
+66% +$112K 0.07% 147
2025
Q1 		$157K Buy
+1,015
New +$155K 0.05% 207

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 $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ORG Wealth Partners's ITA Position: Q2 2026 in Review

ORG Wealth Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 1,689 shares — an estimated $369K sold.

ORG Wealth Partners first reported a position in ITA in Q1 2025 and held it in 5 quarters. The position peaked at $369K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • ORG Wealth Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 1,689 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $369K.
  • ORG Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q1 2025 and held it in 5 quarters.
  • ORG Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $369K in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.