Selective Wealth Management
ITA icon

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
Q3 		– Sell
-909
Closed -$210K – 149
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

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Selective Wealth Management's ITA Position: Q3 2026 in Review

Selective Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2026, closing a stake of 909 shares — an estimated $210K sold.

Selective Wealth Management first reported a position in ITA in Q3 2019 and held it in 15 quarters. The position peaked at $219K in Q4 2025. 412 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Selective Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • Selective Wealth Management sold 909 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $210K.
  • Selective Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2019 and held it in 15 quarters.
  • Selective Wealth Management's iShares US Aerospace & Defense ETF position peaked at $219K in Q4 2025.
  • 412 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.