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

WealthShield 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	$240K	Sell	989 -1,456	-60%	-$332K	0.04%	211
2026 Q1	$535K	Sell	2,445 -12,761	-84%	-$2.99M	0.06%	237
2025 Q4	$3.26M	Buy	15,206 +1,328	+10%	+$278K	0.36%	74
2025 Q3	$2.9M	Buy	13,878 +13,824	+25,600%	+$2.72M	0.33%	88
2025 Q2	$10.2K	Buy	+54	New	+$8.96K	﹤0.01%	496
2025 Q1	–	Sell	-346	Closed	-$50.3K	–	544
2024 Q4	$50.3K	Buy	346 +309	+835%	+$46.6K	0.01%	379
2024 Q3	$5.54K	Buy	+37	New	+$5.22K	﹤0.01%	460
2024 Q1	–	Sell	-2,027	Closed	-$257K	–	498
2023 Q4	$257K	Buy	2,027 +427	+27%	+$49.3K	0.04%	250
2023 Q3	$170K	Hold	1,600	–	–	0.03%	300
2023 Q2	$187K	Sell	1,600 -75	-4%	-$8.53K	0.03%	298
2023 Q1	$193K	Sell	1,675 -1,647	-50%	-$187K	0.03%	295
2022 Q4	$372K	Buy	+3,322	New	+$354K	0.07%	225
2022 Q2	–	Sell	-19,271	Closed	-$2.13M	–	310
2022 Q1	$2.13M	Buy	+19,271	New	+$2.05M	0.34%	69

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WealthShield Partners's ITA Position: Q2 2026 in Review

WealthShield Partners reduced its iShares US Aerospace & Defense ETF (ITA) stake by 60% in Q2 2026, selling an estimated $332K and leaving 989 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #211.

WealthShield Partners first reported a position in ITA in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.26M in Q4 2025. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

WealthShield Partners held 989 shares of iShares US Aerospace & Defense ETF worth $240K as of Q2 2026.
WealthShield Partners sold 1,456 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $332K.
iShares US Aerospace & Defense ETF made up 0.04% of WealthShield Partners's portfolio in Q2 2026, its #211 holding.
WealthShield Partners first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and has held it in 13 quarters since.
WealthShield Partners's iShares US Aerospace & Defense ETF position peaked at $3.26M in Q4 2025.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.