PIA
ITA icon

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

Powell 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 		$1.18M Buy
4,885
+4
+0.1% +$911 0.37% 40
2026
Q1 		$1.07M Buy
4,881
+2,036
+72% +$476K 0.37% 41
2025
Q4 		$611K Hold
2,845
– – 0.21% 66
2025
Q3 		$595K Buy
2,845
+1,000
+54% +$197K 0.21% 70
2025
Q2 		$348K Hold
1,845
– – 0.13% 98
2025
Q1 		$282K Hold
1,845
– – 0.14% 91
2024
Q4 		$268K Hold
1,845
– – 0.12% 104
2024
Q3 		$276K Hold
1,845
– – 0.13% 97
2024
Q2 		$244K Hold
1,845
– – 0.13% 100
2024
Q1 		$243K Hold
1,845
– – 0.13% 95
2023
Q4 		$234K Buy
+1,845
New +$213K 0.13% 102

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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Powell Investment Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.08% in Q2 2026, buying an estimated $911 and bringing the position to 4,885 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #40.

Powell Investment Advisors first reported a position in ITA in Q4 2023 and has held it in 11 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Powell Investment Advisors held 4,885 shares of iShares US Aerospace & Defense ETF worth $1.18M as of Q2 2026.
  • Powell Investment Advisors bought 4 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $911.
  • iShares US Aerospace & Defense ETF made up 0.37% of Powell Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Powell Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.