Stone House Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Stone House Investment 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	$13.5M	Buy	55,650 +6,512	+13%	+$1.48M	1.79%	20
2026 Q1	$10.7M	Buy	49,138 +20,964	+74%	+$4.9M	1.93%	19
2025 Q4	$6.05M	Buy	28,174 +2,950	+12%	+$618K	0.94%	23
2025 Q3	$5.28M	Buy	+25,224	New	+$4.97M	0.89%	24
2024 Q1	–	Sell	-17	Closed	-$2.15K	–	420
2023 Q4	$2.15K	Hold	17	–	–	﹤0.01%	260
2023 Q3	$1.8K	Hold	17	–	–	﹤0.01%	265
2023 Q2	$1.98K	Buy	+17	New	+$1.93K	﹤0.01%	271

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 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stone House Investment Management's ITA Position: Q2 2026 in Review

Stone House Investment Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 13% in Q2 2026, buying an estimated $1.48M and bringing the position to 55,650 shares worth $13.5M. The position accounts for 1.79% of the portfolio, ranked #20.

Stone House Investment Management first reported a position in ITA in Q2 2023 and has held it in 7 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Stone House Investment Management held 55,650 shares of iShares US Aerospace & Defense ETF worth $13.5M as of Q2 2026.
Stone House Investment Management bought 6,512 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $1.48M.
iShares US Aerospace & Defense ETF made up 1.79% of Stone House Investment Management's portfolio in Q2 2026, its #20 holding.
Stone House Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and has held it in 7 quarters since.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.