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PUREfi Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

PUREfi Wealth’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 		$263K Buy
+1,085
New +$247K 0.14% 168
2026
Q1 		– Sell
-1,060
Closed -$228K – 192
2025
Q4 		$228K Buy
+1,060
New +$222K 0.17% 145

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

PUREfi Wealth's ITA Position: Q2 2026 in Review

PUREfi Wealth opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 1,085 shares worth $263K. The stake represents 0.14% of the portfolio and ranks #168 among its holdings. This is a return to the name: PUREfi Wealth previously reported a position in ITA as recently as Q4 2025.

PUREfi Wealth first reported a position in ITA in Q4 2025 and has held it in 2 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • PUREfi Wealth held 1,085 shares of iShares US Aerospace & Defense ETF worth $263K as of Q2 2026.
  • iShares US Aerospace & Defense ETF was a new PUREfi Wealth position in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.14% of PUREfi Wealth's portfolio in Q2 2026, its #168 holding.
  • PUREfi Wealth first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.