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Owen LaRue’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Owen LaRue’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 		$1.91M Sell
7,888
-300
-4% -$68.3K 0.67% 45
2026
Q1 		$1.79M Sell
8,188
-224
-3% -$52.4K 0.69% 36
2025
Q4 		$1.81M Sell
8,412
-601
-7% -$126K 0.69% 41
2025
Q3 		$1.89M Buy
9,013
+11
+0.1% +$2.17K 0.74% 35
2025
Q2 		$1.7M Sell
9,002
-297
-3% -$49.3K 0.72% 40
2025
Q1 		$1.42M Sell
9,299
-193
-2% -$29.5K 0.71% 37
2024
Q4 		$1.38M Buy
9,492
+4
+0% +$603 0.72% 37
2024
Q3 		$1.42M Sell
9,488
-3,349
-26% -$472K 0.75% 38
2024
Q2 		$1.7M Buy
12,837
+3,553
+38% +$471K 1.05% 28
2024
Q1 		$1.22M Buy
9,284
+1,253
+16% +$157K 0.77% 31
2023
Q4 		$1.02M Sell
8,031
-1,748
-18% -$202K 0.97% 29
2023
Q3 		$1.04M Sell
9,779
-2,500
-20% -$285K 1.14% 22
2023
Q2 		$1.44M Buy
+12,279
New +$1.4M 1.51% 20

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

Owen LaRue's ITA Position: Q2 2026 in Review

Owen LaRue reduced its iShares US Aerospace & Defense ETF (ITA) stake by 3.7% in Q2 2026, selling an estimated $68.3K and leaving 7,888 shares worth $1.91M. The position accounts for 0.67% of the portfolio, ranked #45.

Owen LaRue first reported a position in ITA in Q2 2023 and has held it in 13 quarters since. 1,041 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Owen LaRue held 7,888 shares of iShares US Aerospace & Defense ETF worth $1.91M as of Q2 2026.
  • Owen LaRue sold 300 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $68.3K.
  • iShares US Aerospace & Defense ETF made up 0.67% of Owen LaRue's portfolio in Q2 2026, its #45 holding.
  • Owen LaRue first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,041 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Owen LaRue's 13F filing for Q2 2026, filed 22 Jul 2026.