WIP
ITA icon

WealthCare Investment Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

WealthCare Investment Partners’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 		$12.6M Sell
51,841
-312
-0.6% -$71K 3.05% 4
2026
Q1 		$11.8M Buy
52,153
+155
+0.3% +$36.3K 3.27% 4
2025
Q4 		$11.5M Buy
51,998
+1,216
+2% +$255K 3.36% 4
2025
Q3 		$10.6M Buy
50,782
+2,553
+5% +$503K 3.45% 4
2025
Q2 		$9.01M Buy
48,229
+1,941
+4% +$322K 3.24% 4
2025
Q1 		$6.78M Buy
46,288
+3,156
+7% +$482K 2.87% 6
2024
Q4 		$6.25M Buy
43,132
+3,149
+8% +$474K 2.73% 5
2024
Q3 		$6.05M Buy
39,983
+3,444
+9% +$486K 2.65% 6
2024
Q2 		$4.82M Sell
36,539
-749
-2% -$99.3K 2.24% 11
2024
Q1 		$4.92M Buy
37,288
+1,275
+4% +$160K 2.38% 10
2023
Q4 		$4.41M Buy
36,013
+42
+0.1% +$4.85K 2.41% 10
2023
Q3 		$3.77M Buy
35,971
+965
+3% +$110K 2.29% 10
2023
Q2 		$4.09M Buy
35,006
+7,078
+25% +$805K 2.45% 9
2023
Q1 		$3.21M Buy
27,928
+6,910
+33% +$786K 1.94% 11
2022
Q4 		$2.35M Buy
21,018
+4,839
+30% +$515K 1.6% 16
2022
Q3 		$1.48M Buy
16,179
+2,684
+20% +$271K 1.22% 22
2022
Q2 		$1.34M Buy
13,495
+6,285
+87% +$647K 1.14% 25
2022
Q1 		$805K Buy
+7,210
New +$767K 0.72% 40

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

WealthCare Investment Partners's ITA Position: Q2 2026 in Review

WealthCare Investment Partners reduced its iShares US Aerospace & Defense ETF (ITA) stake by 0.6% in Q2 2026, selling an estimated $71K and leaving 51,841 shares worth $12.6M. The position accounts for 3.05% of the portfolio, ranked #4.

WealthCare Investment Partners first reported a position in ITA in Q1 2022 and has held it in 18 quarters since. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • WealthCare Investment Partners held 51,841 shares of iShares US Aerospace & Defense ETF worth $12.6M as of Q2 2026.
  • WealthCare Investment Partners sold 312 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $71K.
  • iShares US Aerospace & Defense ETF made up 3.05% of WealthCare Investment Partners's portfolio in Q2 2026, its #4 holding.
  • WealthCare Investment Partners first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.