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WealthBridge Capital Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

WealthBridge Capital 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
2026
Q2 		$925K Sell
3,817
-120
-3% -$27.3K 0.18% 92
2026
Q1 		$861K Buy
3,937
+159
+4% +$37.2K 0.2% 90
2025
Q4 		$811K Sell
3,778
-530
-12% -$111K 0.18% 89
2025
Q3 		$901K Sell
4,308
-150
-3% -$29.5K 0.21% 84
2025
Q2 		$841K Hold
4,458
– – 0.21% 86
2025
Q1 		$683K Buy
4,458
+28
+0.6% +$4.28K 0.19% 91
2024
Q4 		$644K Buy
4,430
+200
+5% +$30.1K 0.18% 94
2024
Q3 		$633K Buy
4,230
+200
+5% +$28.2K 0.18% 94
2024
Q2 		$532K Buy
4,030
+935
+30% +$124K 0.18% 94
2024
Q1 		$408K Buy
3,095
+193
+7% +$24.2K 0.14% 110
2023
Q4 		$367K Buy
2,902
+150
+5% +$17.3K 0.14% 111
2023
Q3 		$292K Sell
2,752
-73
-3% -$8.33K 0.12% 124
2023
Q2 		$330K Sell
2,825
-21
-0.7% -$2.39K 0.13% 123
2023
Q1 		$328K Buy
2,846
+10
+0.4% +$1.14K 0.13% 133
2022
Q4 		$317K Buy
2,836
+11
+0.4% +$1.17K 0.13% 144
2022
Q3 		$280K Hold
2,825
– – 0.12% 156
2022
Q2 		$280K Buy
2,825
+125
+5% +$12.9K 0.12% 156
2022
Q1 		$299K Sell
2,700
-675
-20% -$71.8K 0.11% 137
2021
Q4 		$347K Sell
3,375
-530
-14% -$55.3K 0.13% 122
2021
Q3 		$407K Sell
3,905
-103
-3% -$10.9K 0.15% 108
2021
Q2 		$439K Sell
4,008
-96
-2% -$10.3K 0.16% 104
2021
Q1 		$427K Hold
4,104
– – 0.17% 98
2020
Q4 		$389K Sell
4,104
-200
-5% -$17.6K 0.17% 97
2020
Q3 		$341K Sell
4,304
-942
-18% -$77.2K 0.17% 94
2020
Q2 		$432K Sell
5,246
-1,796
-26% -$142K 0.24% 77
2020
Q1 		$506K Sell
7,042
-804
-10% -$82.3K 0.35% 63
2019
Q4 		$871K Buy
7,846
+1,500
+24% +$168K 0.56% 45
2019
Q3 		$713K Sell
6,346
-298
-4% -$32.6K 0.51% 51
2019
Q2 		$574K Buy
6,644
+468
+8% +$48.5K 0.52% 49
2019
Q1 		$640K Sell
6,176
-468
-7% -$45.7K 0.41% 51
2018
Q4 		$574K Buy
+6,644
New +$640K 0.44% 49

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

WealthBridge Capital Management's ITA Position: Q2 2026 in Review

WealthBridge Capital Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 3% in Q2 2026, selling an estimated $27.3K and leaving 3,817 shares worth $925K. The position accounts for 0.18% of the portfolio, ranked #92.

WealthBridge Capital Management first reported a position in ITA in Q4 2018 and has held it in 31 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • WealthBridge Capital Management held 3,817 shares of iShares US Aerospace & Defense ETF worth $925K as of Q2 2026.
  • WealthBridge Capital Management sold 120 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $27.3K.
  • iShares US Aerospace & Defense ETF made up 0.18% of WealthBridge Capital Management's portfolio in Q2 2026, its #92 holding.
  • WealthBridge Capital Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.