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Simplicity Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Simplicity Wealth’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 		$549K Buy
+2,266
New +$516K 0.02% 602
2026
Q1 		– Sell
-5,007
Closed -$1.07M – 775
2025
Q4 		$1.07M Buy
5,007
+283
+6% +$59.2K 0.06% 265
2025
Q3 		$988K Buy
+4,724
New +$930K 0.06% 292

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

Simplicity Wealth's ITA Position: Q2 2026 in Review

Simplicity Wealth opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 2,266 shares worth $549K. The stake represents 0.02% of the portfolio and ranks #602 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in ITA as recently as Q4 2025.

Simplicity Wealth first reported a position in ITA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Simplicity Wealth held 2,266 shares of iShares US Aerospace & Defense ETF worth $549K as of Q2 2026.
  • iShares US Aerospace & Defense ETF was a new Simplicity Wealth position in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #602 holding.
  • Simplicity Wealth first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • Simplicity Wealth's iShares US Aerospace & Defense ETF position peaked at $1.07M in Q4 2025.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.