Winch Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Winch Advisory Services’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	$318K	Buy	1,311 +1	+0.1%	+$228	0.07%	90
2026 Q1	$287K	Buy	1,310 +389	+42%	+$91K	0.07%	89
2025 Q4	$198K	Buy	921 +24	+3%	+$5.03K	0.04%	99
2025 Q3	$188K	Buy	897 +3	+0.3%	+$591	0.04%	101
2025 Q2	$169K	Buy	894 +1	+0.1%	+$166	0.04%	101
2025 Q1	$137K	Buy	893 +2	+0.2%	+$305	0.04%	108
2024 Q4	$130K	Sell	891 -64	-7%	-$9.64K	0.03%	107
2024 Q3	$143K	Buy	955 +1	+0.1%	+$141	0.04%	104
2024 Q2	$126K	Buy	954 +2	+0.2%	+$265	0.04%	103
2024 Q1	$126K	Buy	952 +2	+0.2%	+$251	0.04%	101
2023 Q4	$120K	Buy	950 +5	+0.5%	+$577	0.04%	103
2023 Q3	$100K	Sell	945 -60	-6%	-$6.84K	0.04%	102
2023 Q2	$117K	Buy	1,005 +2	+0.2%	+$227	0.04%	96
2023 Q1	$115K	Buy	1,003 +178	+22%	+$20.2K	0.04%	96
2022 Q4	$92K	Buy	825 +760	+1,169%	+$80.9K	0.04%	102
2022 Q3	$6K	Sell	65 -20	-24%	-$2.02K	﹤0.01%	257
2022 Q2	$8K	Hold	85	–	–	﹤0.01%	252
2022 Q1	$9K	Buy	85 +55	+183%	+$5.85K	﹤0.01%	263
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	372
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	382
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	386
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	355
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	344
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	328
2020 Q2	$2K	Buy	+30	New	+$2.37K	﹤0.01%	327

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

Winch Advisory Services's ITA Position: Q2 2026 in Review

Winch Advisory Services increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.08% in Q2 2026, buying an estimated $228 and bringing the position to 1,311 shares worth $318K. The position accounts for 0.07% of the portfolio, ranked #90.

Winch Advisory Services first reported a position in ITA in Q2 2020 and has held it in 25 quarters since. 1,037 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Winch Advisory Services held 1,311 shares of iShares US Aerospace & Defense ETF worth $318K as of Q2 2026.
Winch Advisory Services bought 1 iShares US Aerospace & Defense ETF share in Q2 2026, an estimated $228.
iShares US Aerospace & Defense ETF made up 0.07% of Winch Advisory Services's portfolio in Q2 2026, its #90 holding.
Winch Advisory Services first reported a position in iShares US Aerospace & Defense ETF in Q2 2020 and has held it in 25 quarters since.
1,037 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.