Twin Peaks Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Twin Peaks Wealth Advisors’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	$347K	Buy	1,430 +875	+158%	+$199K	0.08%	144
2026 Q1	$121K	Sell	555 -8,821	-94%	-$2.06M	0.03%	255
2025 Q4	$2.2M	Buy	9,376 +1,863	+25%	+$390K	0.64%	45
2025 Q3	$1.57M	Buy	7,513 +7,398	+6,433%	+$1.46M	0.54%	47
2025 Q2	$22.7K	Buy	+115	New	+$19.1K	0.01%	559

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

Twin Peaks Wealth Advisors's ITA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 158% in Q2 2026, buying an estimated $199K and bringing the position to 1,430 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #144.

Twin Peaks Wealth Advisors first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.2M in Q4 2025. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Twin Peaks Wealth Advisors held 1,430 shares of iShares US Aerospace & Defense ETF worth $347K as of Q2 2026.
Twin Peaks Wealth Advisors bought 875 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $199K.
iShares US Aerospace & Defense ETF made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #144 holding.
Twin Peaks Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
Twin Peaks Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $2.2M in Q4 2025.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.