Prestige Wealth Management Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Prestige Wealth 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	$53.3K	Sell	220 -15	-6%	-$3.42K	0.01%	264
2026 Q1	$51.4K	Buy	235 +15	+7%	+$3.51K	0.01%	254
2025 Q4	$47.2K	Hold	220	–	–	0.01%	258
2025 Q3	$46K	Hold	220	–	–	0.01%	271
2025 Q2	$41.5K	Hold	220	–	–	0.01%	278
2025 Q1	$33.7K	Hold	220	–	–	0.01%	298
2024 Q4	$32K	Hold	220	–	–	0.01%	308
2024 Q3	$32.9K	Hold	220	–	–	0.01%	288
2024 Q2	$29.1K	Hold	220	–	–	0.01%	278
2024 Q1	$29K	Hold	220	–	–	0.01%	307
2023 Q4	$27.9K	Hold	220	–	–	0.01%	306
2023 Q3	$23.4K	Hold	220	–	–	0.01%	320
2023 Q2	$25.7K	Hold	220	–	–	0.01%	339
2023 Q1	$25.3K	Hold	220	–	–	0.01%	308
2022 Q4	$24.6K	Hold	220	–	–	0.01%	323
2022 Q3	$20K	Hold	220	–	–	0.01%	318
2022 Q2	$22K	Hold	220	–	–	0.01%	315
2022 Q1	$24K	Hold	220	–	–	0.01%	323
2021 Q4	$23K	Hold	220	–	–	0.01%	359
2021 Q3	$23K	Hold	220	–	–	0.01%	351
2021 Q2	$24K	Hold	220	–	–	0.01%	335
2021 Q1	$23K	Hold	220	–	–	0.01%	338
2020 Q4	$21K	Hold	220	–	–	0.01%	348
2020 Q3	$17K	Sell	220 -40	-15%	-$3.28K	0.01%	374
2020 Q2	$21K	Hold	260	–	–	0.01%	323
2020 Q1	$19K	Sell	260 -30	-10%	-$3.07K	0.01%	284
2019 Q4	$32K	Buy	290 +70	+32%	+$7.86K	0.02%	240
2019 Q3	$25K	Hold	220	–	–	0.01%	254
2019 Q2	$24K	Hold	220	–	–	0.01%	252
2019 Q1	$22K	Hold	220	–	–	0.01%	265
2018 Q4	$19K	Buy	+220	New	+$21.2K	0.01%	316

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

Prestige Wealth Management Group's ITA Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its iShares US Aerospace & Defense ETF (ITA) stake by 6.4% in Q2 2026, selling an estimated $3.42K and leaving 220 shares worth $53.3K. The position accounts for 0.01% of the portfolio, ranked #264.

Prestige Wealth Management Group first reported a position in ITA in Q4 2018 and has held it in 31 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Prestige Wealth Management Group held 220 shares of iShares US Aerospace & Defense ETF worth $53.3K as of Q2 2026.
Prestige Wealth Management Group sold 15 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $3.42K.
iShares US Aerospace & Defense ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #264 holding.
Prestige Wealth Management Group first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 31 quarters since.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.