Tudor Financial’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Tudor Financial’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	$4.08M	Sell	16,835 -814	-5%	-$185K	1.83%	10
2026 Q1	$3.86M	Sell	17,649 -251	-1%	-$58.7K	1.97%	9
2025 Q4	$3.84M	Sell	17,900 -1,941	-10%	-$406K	1.97%	10
2025 Q3	$4.15M	Buy	19,841 +343	+2%	+$67.6K	2.21%	9
2025 Q2	$3.68M	Sell	19,498 -218	-1%	-$36.2K	2.08%	9
2025 Q1	$3.02M	Buy	19,716 +24	+0.1%	+$3.67K	1.81%	13
2024 Q4	$2.86M	Buy	19,692 +646	+3%	+$97.3K	1.67%	15
2024 Q3	$2.85M	Buy	+19,046	New	+$2.69M	1.76%	13

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

Tudor Financial's ITA Position: Q2 2026 in Review

Tudor Financial reduced its iShares US Aerospace & Defense ETF (ITA) stake by 4.6% in Q2 2026, selling an estimated $185K and leaving 16,835 shares worth $4.08M. The position accounts for 1.83% of the portfolio, ranked #10.

Tudor Financial first reported a position in ITA in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.15M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Tudor Financial held 16,835 shares of iShares US Aerospace & Defense ETF worth $4.08M as of Q2 2026.
Tudor Financial sold 814 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $185K.
iShares US Aerospace & Defense ETF made up 1.83% of Tudor Financial's portfolio in Q2 2026, its #10 holding.
Tudor Financial first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
Tudor Financial's iShares US Aerospace & Defense ETF position peaked at $4.15M in Q3 2025.
1,042 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Tudor Financial's 13F filing for Q2 2026, filed 6 Aug 2026.