TCV Trust & Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

TCV Trust & 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	$216K	Buy	+890	New	+$203K	0.02%	221

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

TCV Trust & Wealth Management's ITA Position: Q2 2026 in Review

TCV Trust & Wealth Management opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 890 shares worth $216K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings.

1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

TCV Trust & Wealth Management held 890 shares of iShares US Aerospace & Defense ETF worth $216K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new TCV Trust & Wealth Management position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #221 holding.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.