VWA
ITA icon

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

Visionary 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 		$275K Buy
1,133
+25
+2% +$5.69K 0.01% 571
2026
Q1 		$242K Sell
1,108
-118
-10% -$27.6K 0.01% 565
2025
Q4 		$263K Sell
1,226
-789
-39% -$165K 0.01% 525
2025
Q3 		$422K Buy
2,015
+458
+29% +$90.2K 0.02% 426
2025
Q2 		$294K Buy
1,557
+60
+4% +$9.96K 0.02% 463
2025
Q1 		$229K Sell
1,497
-1,946
-57% -$297K 0.01% 497
2024
Q4 		$500K Sell
3,443
-197
-5% -$29.7K 0.03% 354
2024
Q3 		$545K Buy
3,640
+61
+2% +$8.6K 0.03% 336
2024
Q2 		$473K Sell
3,579
-44
-1% -$5.83K 0.03% 333
2024
Q1 		$478K Buy
3,623
+1,156
+47% +$145K 0.03% 327
2023
Q4 		$312K Sell
2,467
-239
-9% -$27.6K 0.02% 383
2023
Q3 		$287K Sell
2,706
-7
-0.3% -$798 0.02% 373
2023
Q2 		$317K Sell
2,713
-32
-1% -$3.64K 0.03% 358
2023
Q1 		$316K Buy
2,745
+491
+22% +$55.8K 0.03% 346
2022
Q4 		$252K Sell
2,254
-17
-0.7% -$1.81K 0.02% 359
2022
Q3 		$207K Sell
2,271
-472
-17% -$47.7K 0.02% 364
2022
Q2 		$272K Buy
+2,743
New +$282K 0.02% 341

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Visionary Wealth Advisors's ITA Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 2.3% in Q2 2026, buying an estimated $5.69K and bringing the position to 1,133 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #571.

Visionary Wealth Advisors first reported a position in ITA in Q2 2022 and has held it in 17 quarters since. The position peaked at $545K in Q3 2024. 1,041 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Visionary Wealth Advisors held 1,133 shares of iShares US Aerospace & Defense ETF worth $275K as of Q2 2026.
  • Visionary Wealth Advisors bought 25 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $5.69K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #571 holding.
  • Visionary Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2022 and has held it in 17 quarters since.
  • Visionary Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $545K in Q3 2024.
  • 1,041 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

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