Shared Vision Wealth Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Shared Vision Wealth Group’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	$255K	Buy	+1,052	New	+$240K	0.09%	100
2026 Q1	–	Sell	-4,497	Closed	-$1.05M	–	97
2025 Q4	$1.05M	Buy	4,497 +407	+10%	+$85.2K	0.42%	36
2025 Q3	$861K	Buy	+4,090	New	+$806K	0.36%	42

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

Shared Vision Wealth Group's ITA Position: Q2 2026 in Review

Shared Vision Wealth Group opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 1,052 shares worth $255K. The stake represents 0.09% of the portfolio and ranks #100 among its holdings. This is a return to the name: Shared Vision Wealth Group previously reported a position in ITA as recently as Q4 2025.

Shared Vision Wealth Group first reported a position in ITA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 1,041 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Shared Vision Wealth Group held 1,052 shares of iShares US Aerospace & Defense ETF worth $255K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Shared Vision Wealth Group position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.09% of Shared Vision Wealth Group's portfolio in Q2 2026, its #100 holding.
Shared Vision Wealth Group first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
Shared Vision Wealth Group's iShares US Aerospace & Defense ETF position peaked at $1.05M in Q4 2025.
1,041 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.