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

Wealth Quarterback’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 		$3.17M Buy
13,080
+1,687
+15% +$384K 0.98% 21
2026
Q1 		$2.49M Buy
11,393
+7,094
+165% +$1.66M 0.98% 22
2025
Q4 		$923K Sell
4,299
-863
-17% -$181K 0.33% 55
2025
Q3 		$1.08M Buy
5,162
+245
+5% +$48.3K 0.42% 51
2025
Q2 		$927K Sell
4,917
-1,270
-21% -$211K 0.44% 54
2025
Q1 		$947K Sell
6,187
-7,987
-56% -$1.22M 0.53% 47
2024
Q4 		$2.06M Buy
14,174
+3,993
+39% +$602K 0.97% 18
2024
Q3 		$1.52M Sell
10,181
-13,581
-57% -$1.92M 0.79% 25
2024
Q2 		$3.14M Buy
23,762
+18,891
+388% +$2.5M 1.78% 11
2024
Q1 		$643K Sell
4,871
-2,374
-33% -$298K 0.36% 64
2023
Q4 		$917K Buy
+7,245
New +$837K 0.56% 38

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 Quarterback's ITA Position: Q2 2026 in Review

Wealth Quarterback increased its iShares US Aerospace & Defense ETF (ITA) stake by 15% in Q2 2026, buying an estimated $384K and bringing the position to 13,080 shares worth $3.17M. The position accounts for 0.98% of the portfolio, ranked #21.

Wealth Quarterback first reported a position in ITA in Q4 2023 and has held it in 11 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Wealth Quarterback held 13,080 shares of iShares US Aerospace & Defense ETF worth $3.17M as of Q2 2026.
  • Wealth Quarterback bought 1,687 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $384K.
  • iShares US Aerospace & Defense ETF made up 0.98% of Wealth Quarterback's portfolio in Q2 2026, its #21 holding.
  • Wealth Quarterback first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.