Triumph Capital Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$39.3K Sell
162
-14
-8% -$3.19K 0.01% 744
2026
Q1
$38.5K Buy
176
+135
+329% +$31.6K 0.01% 709
2025
Q4
$8.8K Buy
+41
New +$8.58K ﹤0.01% 1117
2024
Q3
Sell
-5,203
Closed -$687K 285
2024
Q2
$687K Sell
5,203
-476
-8% -$63.1K 0.27% 87
2024
Q1
$743K Sell
5,679
-693
-11% -$86.9K 0.3% 86
2023
Q4
$807K Buy
6,372
+972
+18% +$112K 0.34% 66
2023
Q3
$573K Sell
5,400
-3,235
-37% -$369K 0.26% 91
2023
Q2
$1.01M Buy
+8,635
New +$982K 0.46% 47

Other funds holding ITA

Triumph Capital Management's ITA Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 8% in Q2 2026, selling an estimated $3.19K and leaving 162 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #744.

Triumph Capital Management first reported a position in ITA in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.01M in Q2 2023. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Triumph Capital Management held 162 shares of iShares US Aerospace & Defense ETF worth $39.3K as of Q2 2026.
  • Triumph Capital Management sold 14 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $3.19K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #744 holding.
  • Triumph Capital Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and has held it in 8 quarters since.
  • Triumph Capital Management's iShares US Aerospace & Defense ETF position peaked at $1.01M in Q2 2023.
  • 1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.