Tucker Asset Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Tucker Asset 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	$30.3K	Sell	125 -7	-5%	-$1.59K	0.01%	284
2026 Q1	$28.9K	Sell	132 -171	-56%	-$40K	0.01%	249
2025 Q4	$65.1K	Buy	303 +103	+52%	+$21.6K	0.02%	254
2025 Q3	$41.9K	Sell	200 -14	-7%	-$2.76K	0.01%	190
2025 Q2	$40.4K	Buy	+214	New	+$35.5K	0.01%	173

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

Tucker Asset Management's ITA Position: Q2 2026 in Review

Tucker Asset Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 5.3% in Q2 2026, selling an estimated $1.59K and leaving 125 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #284.

Tucker Asset Management first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. The position peaked at $65.1K in Q4 2025. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Tucker Asset Management held 125 shares of iShares US Aerospace & Defense ETF worth $30.3K as of Q2 2026.
Tucker Asset Management sold 7 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $1.59K.
iShares US Aerospace & Defense ETF made up 0.01% of Tucker Asset Management's portfolio in Q2 2026, its #284 holding.
Tucker Asset Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
Tucker Asset Management's iShares US Aerospace & Defense ETF position peaked at $65.1K in Q4 2025.
1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.