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Potomac Fund Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Potomac Fund Management’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
-70,900
Closed -$15.5M – 116
2026
Q1 		$15.5M Buy
+70,900
New +$16.6M 0.54% 18
2025
Q4 		– Sell
-58,686
Closed -$12.3M – 113
2025
Q3 		$12.3M Buy
58,686
+4,400
+8% +$867K 0.52% 19
2025
Q2 		$10.2M Buy
+54,286
New +$9.01M 0.59% 14

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

Potomac Fund Management's ITA Position: Q2 2026 in Review

Potomac Fund Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 70,900 shares — an estimated $15.5M sold.

Potomac Fund Management first reported a position in ITA in Q2 2025 and held it in 3 quarters. The position peaked at $15.5M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Potomac Fund Management reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Potomac Fund Management sold 70,900 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $15.5M.
  • Potomac Fund Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and held it in 3 quarters.
  • Potomac Fund Management's iShares US Aerospace & Defense ETF position peaked at $15.5M in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.