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

Sheets Smith 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	$2.49M	Buy	10,270 +135	+1%	+$30.7K	0.25%	90
2026 Q1	$2.22M	Sell	10,135 -243	-2%	-$56.8K	0.25%	91
2025 Q4	$2.23M	Hold	10,378	–	–	0.24%	87
2025 Q3	$2.17M	Buy	10,378 +1	+0%	+$197	0.25%	89
2025 Q2	$1.96M	Buy	10,377 +175	+2%	+$29.1K	0.23%	94
2025 Q1	$1.56M	Buy	10,202 +15	+0.1%	+$2.29K	0.19%	116
2024 Q4	$1.48M	Buy	10,187 +500	+5%	+$75.3K	0.18%	118
2024 Q3	$1.45M	Sell	9,687 -4,520	-32%	-$637K	0.18%	123
2024 Q2	$1.88M	Buy	14,207 +75	+0.5%	+$9.94K	0.22%	106
2024 Q1	$1.86M	Buy	+14,132	New	+$1.77M	0.21%	105
2023 Q4	–	Sell	-22	Closed	-$2.34K	–	422
2023 Q3	$2.34K	Buy	+22	New	+$2.51K	﹤0.01%	475

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

Sheets Smith Wealth Management's ITA Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 1.3% in Q2 2026, buying an estimated $30.7K and bringing the position to 10,270 shares worth $2.49M. The position accounts for 0.25% of the portfolio, ranked #90.

Sheets Smith Wealth Management first reported a position in ITA in Q3 2023 and has held it in 11 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Sheets Smith Wealth Management held 10,270 shares of iShares US Aerospace & Defense ETF worth $2.49M as of Q2 2026.
Sheets Smith Wealth Management bought 135 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $30.7K.
iShares US Aerospace & Defense ETF made up 0.25% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #90 holding.
Sheets Smith Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 11 quarters since.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

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