SFA
ITA icon

Sequoia Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Sequoia Financial 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 		$1.53M Buy
6,331
+1,333
+27% +$304K 0.01% 751
2026
Q1 		$1.09M Buy
4,998
+252
+5% +$59K 0.01% 854
2025
Q4 		$1.02M Buy
4,746
+536
+13% +$112K 0.01% 878
2025
Q3 		$881K Sell
4,210
-128
-3% -$25.2K 0.01% 841
2025
Q2 		$818K Buy
4,338
+1,171
+37% +$194K 0.01% 776
2025
Q1 		$485K Buy
3,167
+634
+25% +$96.8K ﹤0.01% 862
2024
Q4 		$368K Buy
2,533
+16
+0.6% +$2.41K ﹤0.01% 932
2024
Q3 		$377K Sell
2,517
-125
-5% -$17.6K ﹤0.01% 864
2024
Q2 		$349K Sell
2,642
-222
-8% -$29.4K ﹤0.01% 829
2024
Q1 		$378K Sell
2,864
-31
-1% -$3.89K ﹤0.01% 780
2023
Q4 		$366K Sell
2,895
-272
-9% -$31.4K ﹤0.01% 848
2023
Q3 		$336K Buy
3,167
+27
+0.9% +$3.08K 0.01% 649
2023
Q2 		$366K Buy
3,140
+2
+0.1% +$227 0.01% 621
2023
Q1 		$361K Buy
3,138
+984
+46% +$112K 0.01% 562
2022
Q4 		$241K Buy
+2,154
New +$229K 0.01% 661
2018
Q2 		– Sell
-4,090
Closed -$405K – 316
2018
Q1 		$405K Sell
4,090
-50
-1% -$4.96K 0.04% 181
2017
Q4 		$389K Hold
4,140
– – 0.04% 195
2017
Q3 		$369K Buy
+4,140
New +$347K 0.04% 185

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

Sequoia Financial Advisors's ITA Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 27% in Q2 2026, buying an estimated $304K and bringing the position to 6,331 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #751.

Sequoia Financial Advisors first reported a position in ITA in Q3 2017 and has held it in 18 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Sequoia Financial Advisors held 6,331 shares of iShares US Aerospace & Defense ETF worth $1.53M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,333 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $304K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #751 holding.
  • Sequoia Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2017 and has held it in 18 quarters since.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.