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

RWA Wealth Partners’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	$702K	Buy	2,895 +950	+49%	+$216K	0.01%	412
2026 Q1	$425K	Hold	1,945	–	–	﹤0.01%	483
2025 Q4	$417K	Hold	1,945	–	–	﹤0.01%	475
2025 Q3	$407K	Hold	1,945	–	–	﹤0.01%	476
2025 Q2	$367K	Sell	1,945 -15,294	-89%	-$2.54M	﹤0.01%	477
2025 Q1	$2.64M	Buy	17,239 +15,294	+786%	+$2.34M	0.03%	210
2024 Q4	$283K	Hold	1,945	–	–	﹤0.01%	497
2024 Q3	$291K	Hold	1,945	–	–	﹤0.01%	483
2024 Q2	$257K	Hold	1,945	–	–	﹤0.01%	484
2024 Q1	$257K	Hold	1,945	–	–	﹤0.01%	483
2023 Q4	$246K	Buy	+1,945	New	+$225K	﹤0.01%	472
2022 Q2	–	Sell	-53,837	Closed	-$5.96M	–	253
2022 Q1	$5.96M	Buy	+53,837	New	+$5.73M	0.39%	68
2021 Q1	–	Sell	-58,183	Closed	-$5.51M	–	244
2020 Q4	$5.51M	Buy	+58,183	New	+$5.12M	0.49%	57

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

RWA Wealth Partners's ITA Position: Q2 2026 in Review

RWA Wealth Partners increased its iShares US Aerospace & Defense ETF (ITA) stake by 49% in Q2 2026, buying an estimated $216K and bringing the position to 2,895 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #412.

RWA Wealth Partners first reported a position in ITA in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.96M in Q1 2022. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

RWA Wealth Partners held 2,895 shares of iShares US Aerospace & Defense ETF worth $702K as of Q2 2026.
RWA Wealth Partners bought 950 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $216K.
iShares US Aerospace & Defense ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #412 holding.
RWA Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 13 quarters since.
RWA Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $5.96M in Q1 2022.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.