Salomon & Ludwin’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Salomon & Ludwin’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	$1.68M	Hold	6,870	–	–	0.14%	79
2026 Q1	$1.52M	Hold	6,870	–	–	0.14%	78
2025 Q4	$1.56M	Hold	6,870	–	–	0.14%	77
2025 Q3	$1.44M	Hold	6,870	–	–	0.13%	78
2025 Q2	$1.27M	Hold	6,870	–	–	0.13%	76
2025 Q1	$1.05M	Hold	6,870	–	–	0.11%	76
2024 Q4	$999K	Hold	6,870	–	–	0.11%	76
2024 Q3	$1.03M	Hold	6,870	–	–	0.1%	79
2024 Q2	$907K	Sell	6,870 -200	-3%	-$26.5K	0.1%	83
2024 Q1	$933K	Sell	7,070 -356	-5%	-$44.7K	0.08%	94
2023 Q4	$787K	Hold	7,426	–	–	0.08%	90
2023 Q3	$787K	Buy	7,426 +356	+5%	+$40.6K	0.08%	90
2023 Q2	$825K	Hold	7,070	–	–	0.09%	85
2023 Q1	$814K	Hold	7,070	–	–	0.1%	83
2022 Q4	$791K	Hold	7,070	–	–	0.1%	84
2022 Q3	$645K	Hold	7,070	–	–	0.1%	77
2022 Q2	$701K	Buy	+7,070	New	+$728K	0.11%	63

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

Salomon & Ludwin's ITA Position: Q2 2026 in Review

Salomon & Ludwin held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 6,870 shares worth $1.68M. The position accounts for 0.14% of the portfolio, ranked #79.

Salomon & Ludwin first reported a position in ITA in Q2 2022 and has held it in 17 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Salomon & Ludwin held 6,870 shares of iShares US Aerospace & Defense ETF worth $1.68M as of Q2 2026.
Salomon & Ludwin left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.14% of Salomon & Ludwin's portfolio in Q2 2026, its #79 holding.
Salomon & Ludwin first reported a position in iShares US Aerospace & Defense ETF in Q2 2022 and has held it in 17 quarters since.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.