Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Wealth Enhancement Advisory Services’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 		$21.5M Buy
89,817
+7,009
+8% +$1.6M 0.04% 418
2026
Q1 		$18.4M Sell
82,808
-69,388
-46% -$16.2M 0.04% 420
2025
Q4 		$35M Buy
152,196
+8,512
+6% +$1.78M 0.05% 332
2025
Q3 		$30.6M Buy
143,684
+3,268
+2% +$644K 0.05% 337
2025
Q2 		$26.2M Buy
140,416
+6,789
+5% +$1.13M 0.04% 353
2025
Q1 		$20.5M Buy
133,627
+11,768
+10% +$1.8M 0.04% 390
2024
Q4 		$17.7M Buy
121,859
+23,240
+24% +$3.5M 0.03% 397
2024
Q3 		$14.8M Buy
98,619
+48,545
+97% +$6.85M 0.03% 420
2024
Q2 		$6.61M Buy
50,074
+32,539
+186% +$4.31M 0.02% 609
2024
Q1 		$2.31M Buy
17,535
+6,387
+57% +$801K 0.01% 895
2023
Q4 		$1.41M Buy
11,148
+2,705
+32% +$312K ﹤0.01% 1021
2023
Q3 		$895K Buy
+8,443
New +$963K ﹤0.01% 1146

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

Wealth Enhancement Advisory Services's ITA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares US Aerospace & Defense ETF (ITA) stake by 8.5% in Q2 2026, buying an estimated $1.6M and bringing the position to 89,817 shares worth $21.5M. The position accounts for 0.04% of the portfolio, ranked #418.

Wealth Enhancement Advisory Services first reported a position in ITA in Q3 2023 and has held it in 12 quarters since. The position peaked at $35M in Q4 2025. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 89,817 shares of iShares US Aerospace & Defense ETF worth $21.5M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,009 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $1.6M.
  • iShares US Aerospace & Defense ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #418 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares US Aerospace & Defense ETF position peaked at $35M in Q4 2025.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.