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

Winthrop 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	$2.69M	Buy	11,076 +117	+1%	+$26.6K	0.65%	35
2026 Q1	$2.4M	Sell	10,959 -364	-3%	-$85.2K	0.62%	39
2025 Q4	$2.43M	Sell	11,323 -308	-3%	-$64.5K	0.57%	42
2025 Q3	$2.43M	Sell	11,631 -3	-0%	-$591	0.59%	40
2025 Q2	$2.19M	Sell	11,634 -712	-6%	-$118K	0.55%	42
2025 Q1	$1.89M	Buy	12,346 +215	+2%	+$32.8K	0.52%	43
2024 Q4	$1.77M	Buy	+12,131	New	+$1.83M	0.47%	46
2024 Q1	–	Sell	-12,648	Closed	-$1.6M	–	215
2023 Q4	$1.6M	Buy	+12,648	New	+$1.46M	0.52%	43

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

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

Winthrop Capital Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 1.1% in Q2 2026, buying an estimated $26.6K and bringing the position to 11,076 shares worth $2.69M. The position accounts for 0.65% of the portfolio, ranked #35.

Winthrop Capital Management first reported a position in ITA in Q4 2023 and has held it in 8 quarters since. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Winthrop Capital Management held 11,076 shares of iShares US Aerospace & Defense ETF worth $2.69M as of Q2 2026.
Winthrop Capital Management bought 117 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $26.6K.
iShares US Aerospace & Defense ETF made up 0.65% of Winthrop Capital Management's portfolio in Q2 2026, its #35 holding.
Winthrop Capital Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 8 quarters since.
1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.