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Polaris Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Polaris Investment 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 		$344K Sell
1,418
-3,677
-72% -$837K 0.22% 60
2026
Q1 		$1.11M Sell
5,095
-3,006
-37% -$703K 0.81% 28
2025
Q4 		$1.74M Buy
+8,101
New +$1.7M 1.26% 21

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Polaris Investment Advisors's ITA Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 72% in Q2 2026, selling an estimated $837K and leaving 1,418 shares worth $344K. The position accounts for 0.22% of the portfolio, ranked #60.

Polaris Investment Advisors first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.74M in Q4 2025. 677 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Polaris Investment Advisors held 1,418 shares of iShares US Aerospace & Defense ETF worth $344K as of Q2 2026.
  • Polaris Investment Advisors sold 3,677 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $837K.
  • iShares US Aerospace & Defense ETF made up 0.22% of Polaris Investment Advisors's portfolio in Q2 2026, its #60 holding.
  • Polaris Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's iShares US Aerospace & Defense ETF position peaked at $1.74M in Q4 2025.
  • 677 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.