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

Ritholtz Wealth Management’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 		$845K Sell
3,484
-152
-4% -$34.6K 0.01% 672
2026
Q1 		$795K Buy
3,636
+77
+2% +$18K 0.01% 623
2025
Q4 		$764K Buy
3,559
+339
+11% +$71K 0.01% 587
2025
Q3 		$674K Buy
3,220
+801
+33% +$158K 0.01% 595
2025
Q2 		$456K Sell
2,419
-5
-0.2% -$830 0.01% 667
2025
Q1 		$371K Sell
2,424
-57
-2% -$8.71K 0.01% 677
2024
Q4 		$361K Buy
2,481
+266
+12% +$40.1K 0.01% 654
2024
Q3 		$331K Hold
2,215
– – 0.01% 673
2024
Q2 		$292K Buy
2,215
+82
+4% +$10.9K 0.01% 656
2024
Q1 		$281K Sell
2,133
-226
-10% -$28.3K 0.01% 657
2023
Q4 		$299K Sell
2,359
-319
-12% -$36.8K 0.01% 597
2023
Q3 		$284K Buy
+2,678
New +$305K 0.01% 559

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

Ritholtz Wealth Management's ITA Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 4.2% in Q2 2026, selling an estimated $34.6K and leaving 3,484 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #672.

Ritholtz Wealth Management first reported a position in ITA in Q3 2023 and has held it in 12 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Ritholtz Wealth Management held 3,484 shares of iShares US Aerospace & Defense ETF worth $845K as of Q2 2026.
  • Ritholtz Wealth Management sold 152 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $34.6K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #672 holding.
  • Ritholtz Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.