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Sage Mountain Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Sage Mountain Advisors’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 		$1.21K Hold
5
– – ﹤0.01% 297
2026
Q1 		$1.09K Buy
+5
New +$1.17K ﹤0.01% 278
2021
Q1 		– Sell
-110
Closed -$10K – 464
2020
Q4 		$10K Buy
+110
New +$9.67K ﹤0.01% 260

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

Sage Mountain Advisors's ITA Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 5 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Sage Mountain Advisors first reported a position in ITA in Q4 2020 and has held it in 3 quarters since. The position peaked at $10K in Q4 2020. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Sage Mountain Advisors held 5 shares of iShares US Aerospace & Defense ETF worth $1.21K as of Q2 2026.
  • Sage Mountain Advisors left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #297 holding.
  • Sage Mountain Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 3 quarters since.
  • Sage Mountain Advisors's iShares US Aerospace & Defense ETF position peaked at $10K in Q4 2020.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.