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

Robertson Stephens 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	$1.34M	Buy	5,548 +111	+2%	+$25.3K	0.03%	269
2026 Q1	$1.19M	Sell	5,437 -183	-3%	-$42.8K	0.03%	272
2025 Q4	$1.21M	Buy	+5,620	New	+$1.18M	0.03%	266
2022 Q3	–	Sell	-7,598	Closed	-$753K	–	378
2022 Q2	$753K	Buy	+7,598	New	+$782K	0.07%	190

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

Robertson Stephens Wealth Management's ITA Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 2% in Q2 2026, buying an estimated $25.3K and bringing the position to 5,548 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #269.

Robertson Stephens Wealth Management first reported a position in ITA in Q2 2022 and has held it in 4 quarters since. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Robertson Stephens Wealth Management held 5,548 shares of iShares US Aerospace & Defense ETF worth $1.34M as of Q2 2026.
Robertson Stephens Wealth Management bought 111 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $25.3K.
iShares US Aerospace & Defense ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #269 holding.
Robertson Stephens Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2022 and has held it in 4 quarters since.
1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.