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Patriot Investment Management Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Patriot Investment Management Group’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 		$963K Sell
3,971
-400
-9% -$91.1K 0.06% 124
2026
Q1 		$956K Sell
4,371
-55
-1% -$12.9K 0.06% 123
2025
Q4 		$950K Sell
4,426
-13
-0.3% -$2.72K 0.06% 117
2025
Q3 		$929K Hold
4,439
– – 0.06% 115
2025
Q2 		$837K Sell
4,439
-105
-2% -$17.4K 0.06% 120
2025
Q1 		$696K Buy
4,544
+1
+0% +$153 0.05% 130
2024
Q4 		$660K Sell
4,543
-718
-14% -$108K 0.05% 131
2024
Q3 		$787K Sell
5,261
-160
-3% -$22.6K 0.06% 126
2024
Q2 		$716K Sell
5,421
-599
-10% -$79.4K 0.06% 130
2024
Q1 		$794K Sell
6,020
-65
-1% -$8.15K 0.06% 119
2023
Q4 		$770K Sell
6,085
-134
-2% -$15.5K 0.07% 122
2023
Q3 		$659K Sell
6,219
-400
-6% -$45.6K 0.06% 128
2023
Q2 		$772K Hold
6,619
– – 0.07% 127
2023
Q1 		$762K Sell
6,619
-196
-3% -$22.3K 0.07% 127
2022
Q4 		$775K Sell
6,815
-279
-4% -$29.7K 0.07% 126
2022
Q3 		$646K Sell
7,094
-300
-4% -$30.3K 0.07% 136
2022
Q2 		$733K Buy
7,394
+85
+1% +$8.75K 0.07% 132
2022
Q1 		$809K Sell
7,309
-74
-1% -$7.87K 0.07% 131
2021
Q4 		$758K Sell
7,383
-17
-0.2% -$1.77K 0.06% 138
2021
Q3 		$771K Buy
7,400
+100
+1% +$10.6K 0.07% 131
2021
Q2 		$799K Buy
7,300
+1
+0% +$108 0.07% 128
2021
Q1 		$759K Sell
7,299
-206
-3% -$20.1K 0.08% 127
2020
Q4 		$710K Sell
7,505
-17
-0.2% -$1.5K 0.11% 94
2020
Q3 		$595K Sell
7,522
-136
-2% -$11.1K 0.07% 135
2020
Q2 		$631K Buy
7,658
+4
+0.1% +$315 0.08% 129
2020
Q1 		$550K Buy
7,654
+212
+3% +$21.7K 0.08% 125
2019
Q4 		$826K Sell
7,442
-4
-0.1% -$449 0.11% 113
2019
Q3 		$816K Buy
7,446
+150
+2% +$16.4K 0.11% 113
2019
Q2 		$781K Buy
7,296
+18
+0.2% +$1.86K 0.11% 116
2019
Q1 		$726K Buy
+7,278
New +$711K 0.11% 116

Other funds holding ITA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Patriot Investment Management Group's ITA Position: Q2 2026 in Review

Patriot Investment Management Group reduced its iShares US Aerospace & Defense ETF (ITA) stake by 9.2% in Q2 2026, selling an estimated $91.1K and leaving 3,971 shares worth $963K. The position accounts for 0.06% of the portfolio, ranked #124.

Patriot Investment Management Group first reported a position in ITA in Q1 2019 and has held it in 30 quarters since. 387 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Patriot Investment Management Group held 3,971 shares of iShares US Aerospace & Defense ETF worth $963K as of Q2 2026.
  • Patriot Investment Management Group sold 400 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $91.1K.
  • iShares US Aerospace & Defense ETF made up 0.06% of Patriot Investment Management Group's portfolio in Q2 2026, its #124 holding.
  • Patriot Investment Management Group first reported a position in iShares US Aerospace & Defense ETF in Q1 2019 and has held it in 30 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.