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Valley Wealth Managers’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Valley Wealth Managers’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 		– Sell
-383
Closed -$58.6K – 338
2025
Q1 		$58.6K Hold
383
– – ﹤0.01% 198
2024
Q4 		$55.7K Buy
+383
New +$57.7K ﹤0.01% 207
2024
Q3 		– Sell
-39
Closed -$5.15K – 426
2024
Q2 		$5.15K Hold
39
– – ﹤0.01% 305
2024
Q1 		$5.14K Hold
39
– – ﹤0.01% 267
2023
Q4 		$4.94K Hold
39
– – ﹤0.01% 284
2023
Q3 		$4.13K Buy
+39
New +$4.45K ﹤0.01% 316

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valley Wealth Managers's ITA Position: Q2 2025 in Review

Valley Wealth Managers sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2025, closing a stake of 383 shares — an estimated $58.6K sold.

Valley Wealth Managers first reported a position in ITA in Q3 2023 and held it in 6 quarters. The position peaked at $58.6K in Q1 2025. 751 funds tracked by Wall St. Rank hold ITA as of Q2 2025.

  • Valley Wealth Managers reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 383 iShares US Aerospace & Defense ETF shares in Q2 2025, an estimated $58.6K.
  • Valley Wealth Managers first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and held it in 6 quarters.
  • Valley Wealth Managers's iShares US Aerospace & Defense ETF position peaked at $58.6K in Q1 2025.
  • 751 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.