Sentinel Pension Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Sentinel Pension 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	$307K	Sell	1,329 -50	-4%	-$11.4K	0.04%	115
2026 Q1	$302K	Buy	1,379 +38	+3%	+$8.89K	0.04%	112
2025 Q4	$288K	Buy	1,341 +254	+23%	+$53.2K	0.04%	109
2025 Q3	$228K	Sell	1,087 -10	-0.9%	-$1.97K	0.04%	116
2025 Q2	$207K	Buy	+1,097	New	+$182K	0.03%	119

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

Sentinel Pension Advisors's ITA Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 3.6% in Q2 2026, selling an estimated $11.4K and leaving 1,329 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #115.

Sentinel Pension Advisors first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Sentinel Pension Advisors held 1,329 shares of iShares US Aerospace & Defense ETF worth $307K as of Q2 2026.
Sentinel Pension Advisors sold 50 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $11.4K.
iShares US Aerospace & Defense ETF made up 0.04% of Sentinel Pension Advisors's portfolio in Q2 2026, its #115 holding.
Sentinel Pension Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.