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

Selective 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	$210K	Buy	+909	New	+$207K	0.06%	130
2026 Q1	–	Sell	-909	Closed	-$219K	–	125
2025 Q4	$219K	Buy	+909	New	+$190K	0.07%	100
2022 Q4	–	Sell	-1,016	Closed	-$93K	–	418
2022 Q3	$93K	Buy	1,016 +102	+11%	+$10.3K	0.04%	218
2022 Q2	$91K	Sell	914 -899	-50%	-$92.5K	0.03%	229
2022 Q1	$201K	Buy	1,813 +1	+0.1%	+$106	0.07%	132
2021 Q4	$186K	Buy	1,812 +1	+0.1%	+$104	0.08%	128
2021 Q3	$189K	Buy	1,811 +877	+94%	+$93.1K	0.1%	113
2021 Q2	$102K	Buy	934 +602	+181%	+$64.8K	0.08%	119
2021 Q1	$35K	Sell	332 -178	-35%	-$17.4K	0.03%	147
2020 Q4	$48K	Sell	510 -2	-0.4%	-$176	0.03%	114
2020 Q3	$41K	Hold	512	–	–	0.03%	107
2020 Q2	$42K	Buy	512 +2	+0.4%	+$158	0.03%	121
2020 Q1	$37K	Buy	510 +2	+0.4%	+$205	0.06%	75
2019 Q4	$56K	Sell	508 -346	-41%	-$38.9K	0.07%	73
2019 Q3	$96K	Buy	+854	New	+$93.3K	0.13%	55

Other funds holding ITA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Selective Wealth Management opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 909 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #130 among its holdings. This is a return to the name: Selective Wealth Management previously reported a position in ITA as recently as Q4 2025.

Selective Wealth Management first reported a position in ITA in Q3 2019 and has held it in 15 quarters since. The position peaked at $219K in Q4 2025. 476 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Selective Wealth Management held 909 shares of iShares US Aerospace & Defense ETF worth $210K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Selective Wealth Management position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.06% of Selective Wealth Management's portfolio in Q2 2026, its #130 holding.
Selective Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2019 and has held it in 15 quarters since.
Selective Wealth Management's iShares US Aerospace & Defense ETF position peaked at $219K in Q4 2025.
476 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.