Private Wealth Advisors (California)’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Private Wealth Advisors (California)’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	-9,398	Closed	-$2.06M	–	103
2026 Q1	$2.06M	Buy	+9,398	New	+$2.2M	0.58%	49
2023 Q3	–	Sell	-24,010	Closed	-$2.8M	–	81
2023 Q2	$2.8M	Buy	24,010 +189	+0.8%	+$21.5K	1.14%	27
2023 Q1	$2.74M	Sell	23,821 -1,367	-5%	-$155K	1.15%	27
2022 Q4	$2.82M	Buy	25,188 +605	+2%	+$64.4K	0.95%	33
2022 Q3	$2.24M	Buy	24,583 +197	+0.8%	+$19.9K	1.04%	28
2022 Q2	$2.58M	Buy	+24,386	New	+$2.51M	0.95%	28

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

Private Wealth Advisors (California)'s ITA Position: Q2 2026 in Review

Private Wealth Advisors (California) sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 9,398 shares — an estimated $2.06M sold.

Private Wealth Advisors (California) first reported a position in ITA in Q2 2022 and held it in 6 quarters. The position peaked at $2.82M in Q4 2022. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Private Wealth Advisors (California) reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Private Wealth Advisors (California) sold 9,398 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $2.06M.
Private Wealth Advisors (California) first reported a position in iShares US Aerospace & Defense ETF in Q2 2022 and held it in 6 quarters.
Private Wealth Advisors (California)'s iShares US Aerospace & Defense ETF position peaked at $2.82M in Q4 2022.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.