Wealthcare Advisory Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.62M | Sell |
6,674
-437
| -6% | -$99.5K | 0.03% | 400 |
|
|
2026
Q1 | $1.56M | Buy |
7,111
+212
| +3% | +$49.6K | 0.03% | 408 |
|
|
2025
Q4 | $1.48M | Buy |
6,899
+1,220
| +21% | +$255K | 0.03% | 420 |
|
|
2025
Q3 | $1.19M | Sell |
5,679
-19
| -0.3% | -$3.74K | 0.02% | 455 |
|
|
2025
Q2 | $1.07M | Buy |
5,698
+1,296
| +29% | +$215K | 0.02% | 463 |
|
|
2025
Q1 | $674K | Sell |
4,402
-174
| -4% | -$26.6K | 0.02% | 521 |
|
|
2024
Q4 | $665K | Sell |
4,576
-28
| -0.6% | -$4.22K | 0.02% | 510 |
|
|
2024
Q3 | $689K | Buy |
4,604
+243
| +6% | +$34.3K | 0.02% | 497 |
|
|
2024
Q2 | $576K | Buy |
4,361
+619
| +17% | +$82.1K | 0.02% | 505 |
|
|
2024
Q1 | $494K | Buy |
3,742
+33
| +0.9% | +$4.14K | 0.02% | 542 |
|
|
2023
Q4 | $470K | Buy |
3,709
+940
| +34% | +$109K | 0.02% | 495 |
|
|
2023
Q3 | $293K | Sell |
2,769
-667
| -19% | -$76.1K | 0.01% | 556 |
|
|
2023
Q2 | $401K | Sell |
3,436
-622
| -15% | -$70.7K | 0.02% | 494 |
|
|
2023
Q1 | $467K | Sell |
4,058
-50
| -1% | -$5.69K | 0.02% | 471 |
|
|
2022
Q4 | $460K | Buy |
4,108
+98
| +2% | +$10.4K | 0.02% | 444 |
|
|
2022
Q3 | $366K | Buy |
4,010
+1,064
| +36% | +$108K | 0.02% | 439 |
|
|
2022
Q2 | $292K | Buy |
2,946
+6
| +0.2% | +$618 | 0.02% | 434 |
|
|
2022
Q1 | $326K | Buy |
2,940
+210
| +8% | +$22.3K | 0.02% | 396 |
|
|
2021
Q4 | $281K | Buy |
2,730
+36
| +1% | +$3.75K | 0.02% | 459 |
|
|
2021
Q3 | $281K | Sell |
2,694
-879
| -25% | -$93.3K | 0.02% | 438 |
|
|
2021
Q2 | $391K | Sell |
3,573
-245
| -6% | -$26.4K | 0.03% | 367 |
|
|
2021
Q1 | $397K | Buy |
3,818
+129
| +3% | +$12.6K | 0.03% | 334 |
|
|
2020
Q4 | $349K | Sell |
3,689
-137
| -4% | -$12K | 0.03% | 300 |
|
|
2020
Q3 | $303K | Buy |
3,826
+142
| +4% | +$11.6K | 0.03% | 270 |
|
|
2020
Q2 | $303K | Sell |
3,684
-456
| -11% | -$36K | 0.04% | 241 |
|
|
2020
Q1 | $298K | Sell |
4,140
-526
| -11% | -$53.8K | 0.04% | 217 |
|
|
2019
Q4 | $518K | Buy |
4,666
+144
| +3% | +$16.2K | 0.07% | 172 |
|
|
2019
Q3 | $508K | Buy |
4,522
+1,496
| +49% | +$164K | 0.07% | 151 |
|
|
2019
Q2 | $324K | Sell |
3,026
-234
| -7% | -$24.2K | 0.05% | 195 |
|
|
2019
Q1 | $325K | Buy |
3,260
+464
| +17% | +$45.4K | 0.06% | 174 |
|
|
2018
Q4 | $242K | Buy |
2,796
+206
| +8% | +$19.9K | 0.05% | 186 |
|
|
2018
Q3 | $280K | Sell |
2,590
-100
| -4% | -$10.3K | 0.05% | 178 |
|
|
2018
Q2 | $259K | Buy |
2,690
+1,920
| +249% | +$190K | 0.05% | 186 |
|
|
2018
Q1 | $76K | Sell |
770
-60
| -7% | -$5.95K | 0.02% | 327 |
|
|
2017
Q4 | $78K | Buy |
830
+230
| +38% | +$21K | 0.02% | 306 |
|
|
2017
Q3 | $53K | Buy |
+600
| New | +$50.3K | 0.02% | 297 |
|
Other funds holding ITA
LMFP
IA
CCA
PAS
PFS
MWM
IFG
MFG
JWCA
Wealthcare Advisory Partners's ITA Position: Q2 2026 in Review
Wealthcare Advisory Partners reduced its iShares US Aerospace & Defense ETF (ITA) stake by 6.1% in Q2 2026, selling an estimated $99.5K and leaving 6,674 shares worth $1.62M. The position accounts for 0.03% of the portfolio, ranked #400.
Wealthcare Advisory Partners first reported a position in ITA in Q3 2017 and has held it in 36 quarters since. 259 funds tracked by Wall St. Rank hold ITA as of Q2 2026.
- Wealthcare Advisory Partners held 6,674 shares of iShares US Aerospace & Defense ETF worth $1.62M as of Q2 2026.
- Wealthcare Advisory Partners sold 437 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $99.5K.
- iShares US Aerospace & Defense ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #400 holding.
- Wealthcare Advisory Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2017 and has held it in 36 quarters since.
- 259 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.