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Xcel Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Xcel Wealth 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 		$456K Buy
1,880
+445
+31% +$101K 0.11% 112
2026
Q1 		$314K Buy
+1,435
New +$336K 0.09% 121

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

Xcel Wealth Management's ITA Position: Q2 2026 in Review

Xcel Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 31% in Q2 2026, buying an estimated $101K and bringing the position to 1,880 shares worth $456K. The position accounts for 0.11% of the portfolio, ranked #112.

Xcel Wealth Management first reported a position in ITA in Q1 2026 and has held it in 2 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Xcel Wealth Management held 1,880 shares of iShares US Aerospace & Defense ETF worth $456K as of Q2 2026.
  • Xcel Wealth Management bought 445 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $101K.
  • iShares US Aerospace & Defense ETF made up 0.11% of Xcel Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Xcel Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.