Trust Company of Vermont’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Trust Company of Vermont’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	+893	New	+$203K	0.01%	361
2025 Q4	$123K	Hold	575	–	–	0.01%	418
2025 Q3	$120K	Buy	575 +275	+92%	+$54.2K	0.01%	418
2025 Q2	$56.6K	Hold	300	–	–	﹤0.01%	529
2025 Q1	$45.9K	Hold	300	–	–	﹤0.01%	532
2024 Q4	$43.6K	Hold	300	–	–	﹤0.01%	546
2024 Q3	$44.9K	Hold	300	–	–	﹤0.01%	534
2024 Q2	$39.6K	Hold	300	–	–	﹤0.01%	528
2024 Q1	$39.6K	Hold	300	–	–	﹤0.01%	520
2023 Q4	$38K	Hold	300	–	–	﹤0.01%	465
2023 Q3	$31.8K	Hold	300	–	–	﹤0.01%	507
2023 Q2	$35K	Hold	300	–	–	﹤0.01%	522
2023 Q1	$34.5K	Hold	300	–	–	﹤0.01%	539
2022 Q4	$33.6K	Hold	300	–	–	﹤0.01%	524
2022 Q3	$27K	Hold	300	–	–	﹤0.01%	565
2022 Q2	$30K	Buy	+300	New	+$30.9K	﹤0.01%	529
2022 Q1	–	Sell	-300	Closed	-$31K	–	536
2021 Q4	$31K	Buy	+300	New	+$31.3K	﹤0.01%	540
2021 Q3	–	Sell	-300	Closed	-$33K	–	515
2021 Q2	$33K	Hold	300	–	–	﹤0.01%	518
2021 Q1	$31K	Hold	300	–	–	﹤0.01%	512
2020 Q4	$28K	Hold	300	–	–	﹤0.01%	507
2020 Q3	$24K	Hold	300	–	–	﹤0.01%	505
2020 Q2	$25K	Hold	300	–	–	﹤0.01%	515
2020 Q1	$22K	Hold	300	–	–	﹤0.01%	554
2019 Q4	$33K	Hold	300	–	–	﹤0.01%	529
2019 Q3	$34K	Hold	300	–	–	﹤0.01%	533
2019 Q2	$32K	Hold	300	–	–	﹤0.01%	545
2019 Q1	$30K	Hold	300	–	–	﹤0.01%	545
2018 Q4	$26K	Hold	300	–	–	﹤0.01%	567
2018 Q3	$32K	Hold	300	–	–	﹤0.01%	587
2018 Q2	$29K	Hold	300	–	–	﹤0.01%	620
2018 Q1	$30K	Hold	300	–	–	﹤0.01%	582
2017 Q4	$28K	Hold	300	–	–	﹤0.01%	606
2017 Q3	$27K	Hold	300	–	–	﹤0.01%	590
2017 Q2	$24K	Hold	300	–	–	﹤0.01%	622
2017 Q1	$22K	Hold	300	–	–	﹤0.01%	605
2016 Q4	$21K	Hold	300	–	–	﹤0.01%	606
2016 Q3	$19K	Hold	300	–	–	﹤0.01%	578
2016 Q2	$19K	Hold	300	–	–	﹤0.01%	539
2016 Q1	$18K	Hold	300	–	–	﹤0.01%	540
2015 Q4	$18K	Hold	300	–	–	﹤0.01%	549
2015 Q3	$16K	Hold	300	–	–	﹤0.01%	568
2015 Q2	$18K	Hold	300	–	–	﹤0.01%	571
2015 Q1	$19K	Hold	300	–	–	﹤0.01%	559
2014 Q4	$17K	Hold	300	–	–	﹤0.01%	578
2014 Q3	$16K	Hold	300	–	–	﹤0.01%	587
2014 Q2	$16K	Hold	300	–	–	﹤0.01%	560
2014 Q1	$16K	Hold	300	–	–	﹤0.01%	552
2013 Q4	$16K	Hold	300	–	–	﹤0.01%	522
2013 Q3	$14K	Hold	300	–	–	﹤0.01%	526
2013 Q2	$12K	Buy	+300	New	+$11.7K	﹤0.01%	546

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

Trust Company of Vermont's ITA Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 893 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #361 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in ITA as recently as Q4 2025.

Trust Company of Vermont first reported a position in ITA in Q2 2013 and has held it in 50 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Trust Company of Vermont held 893 shares of iShares US Aerospace & Defense ETF worth $216K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Trust Company of Vermont position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #361 holding.
Trust Company of Vermont first reported a position in iShares US Aerospace & Defense ETF in Q2 2013 and has held it in 50 quarters since.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.