Rice Partnership’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Rice Partnership’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	-35	Closed	-$7.66K	–	182
2026 Q1	$7.66K	Buy	+35	New	+$8.19K	﹤0.01%	173
2023 Q2	–	Sell	-20	Closed	-$2.3K	–	146
2023 Q1	$2.3K	Buy	+20	New	+$2.27K	﹤0.01%	124
2022 Q4	–	Sell	-57	Closed	-$5K	–	116
2022 Q3	$5K	Hold	57	–	–	﹤0.01%	122
2022 Q2	$6K	Hold	57	–	–	﹤0.01%	117
2022 Q1	$6K	Hold	57	–	–	﹤0.01%	129
2021 Q4	$6K	Sell	57 -43	-43%	-$4.48K	﹤0.01%	137
2021 Q3	$10K	Hold	100	–	–	﹤0.01%	125
2021 Q2	$11K	Buy	+100	New	+$10.8K	﹤0.01%	124
2021 Q1	–	Sell	-100	Closed	-$9K	–	115
2020 Q4	$9K	Buy	+100	New	+$8.79K	﹤0.01%	108
2020 Q3	–	Sell	-100	Closed	-$8K	–	97
2020 Q2	$8K	Hold	100	–	–	﹤0.01%	85
2020 Q1	$7K	Hold	100	–	–	﹤0.01%	93
2019 Q4	$11K	Hold	100	–	–	0.01%	92
2019 Q3	$11K	Hold	100	–	–	0.01%	97
2019 Q2	$11K	Buy	+100	New	+$10.4K	0.01%	94

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

Rice Partnership's ITA Position: Q2 2026 in Review

Rice Partnership sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 35 shares — an estimated $7.66K sold.

Rice Partnership first reported a position in ITA in Q2 2019 and held it in 14 quarters. The position peaked at $11K in Q2 2021. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Rice Partnership reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Rice Partnership sold 35 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $7.66K.
Rice Partnership first reported a position in iShares US Aerospace & Defense ETF in Q2 2019 and held it in 14 quarters.
Rice Partnership's iShares US Aerospace & Defense ETF position peaked at $11K in Q2 2021.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.