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

&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	$3.89M	Buy	16,282 +2,396	+17%	+$546K	0.02%	697
2026 Q1	$3.02M	Sell	13,886 -10,026	-42%	-$2.35M	0.01%	724
2025 Q4	$5.14M	Buy	23,912 +3,105	+15%	+$650K	0.03%	485
2025 Q3	$4.35M	Buy	20,807 +10,957	+111%	+$2.16M	0.03%	475
2025 Q2	$1.86M	Buy	9,850 +257	+3%	+$42.7K	0.01%	702
2025 Q1	$1.47M	Buy	9,593 +300	+3%	+$45.8K	0.02%	663
2024 Q4	$1.36M	Buy	9,293 +5,988	+181%	+$902K	0.02%	640
2024 Q3	$495K	Buy	3,305 +833	+34%	+$117K	0.01%	877
2024 Q2	$326K	Buy	+2,472	New	+$328K	0.01%	683

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 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

&Partners's ITA Position: Q2 2026 in Review

&Partners increased its iShares US Aerospace & Defense ETF (ITA) stake by 17% in Q2 2026, buying an estimated $546K and bringing the position to 16,282 shares worth $3.89M. The position accounts for 0.02% of the portfolio, ranked #697.

&Partners first reported a position in ITA in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.14M in Q4 2025. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

&Partners held 16,282 shares of iShares US Aerospace & Defense ETF worth $3.89M as of Q2 2026.
&Partners bought 2,396 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $546K.
iShares US Aerospace & Defense ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #697 holding.
&Partners first reported a position in iShares US Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
&Partners's iShares US Aerospace & Defense ETF position peaked at $5.14M in Q4 2025.
1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.