Third View Private Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Third View Private 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	$485K	Hold	2,000	–	–	0.06%	185
2026 Q1	$438K	Hold	2,000	–	–	0.06%	183
2025 Q4	$429K	Buy	+2,000	New	+$419K	0.06%	188

Other funds holding ITA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Third View Private Wealth's ITA Position: Q2 2026 in Review

Third View Private Wealth held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 2,000 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #185.

Third View Private Wealth first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. 677 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Third View Private Wealth held 2,000 shares of iShares US Aerospace & Defense ETF worth $485K as of Q2 2026.
Third View Private Wealth left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #185 holding.
Third View Private Wealth first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
677 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.