Tyler-Stone Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Tyler-Stone Wealth 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
2025 Q2	$574K	Buy	3,041 +1,131	+59%	+$188K	0.09%	186
2025 Q1	$292K	Buy	1,910 +1	+0.1%	+$153	0.05%	262
2024 Q4	$277K	Sell	1,909 -782	-29%	-$118K	0.05%	266
2024 Q3	$403K	Buy	2,691 +1,346	+100%	+$190K	0.08%	215
2024 Q2	$178K	Buy	1,345 +201	+18%	+$26.6K	0.07%	203
2024 Q1	$151K	Hold	1,144	–	–	0.07%	225
2023 Q4	$145K	Hold	1,144	–	–	0.07%	212
2023 Q3	$121K	Hold	1,144	–	–	0.07%	226
2023 Q2	$133K	Buy	+1,144	New	+$130K	0.08%	211
2022 Q4	$128K	Buy	1,144 +1	+0.1%	+$106	0.09%	201
2022 Q3	$104K	Hold	1,143	–	–	0.08%	215
2022 Q2	$113K	Hold	1,143	–	–	0.08%	220
2022 Q1	$127K	Buy	1,143 +200	+21%	+$21.3K	0.07%	230
2021 Q4	$97K	Buy	+943	New	+$98.3K	0.05%	278

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tyler-Stone Wealth Management's ITA Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 59% in Q2 2025, buying an estimated $188K and bringing the position to 3,041 shares worth $574K. The position accounts for 0.09% of the portfolio, ranked #186.

Tyler-Stone Wealth Management first reported a position in ITA in Q4 2021 and has held it in 14 quarters since. 751 funds tracked by Wall St. Rank hold ITA as of Q2 2025.

Tyler-Stone Wealth Management held 3,041 shares of iShares US Aerospace & Defense ETF worth $574K as of Q2 2025.
Tyler-Stone Wealth Management bought 1,131 iShares US Aerospace & Defense ETF shares in Q2 2025, an estimated $188K.
iShares US Aerospace & Defense ETF made up 0.09% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #186 holding.
Tyler-Stone Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and has held it in 14 quarters since.
751 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.