YDMI
ITA icon

Y.D. More Investments’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Y.D. More Investments’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 		$332K Buy
1,376
+227
+20% +$51.7K 0.01% 196
2026
Q1 		$243K Buy
1,149
+240
+26% +$56.1K 0.01% 191
2025
Q4 		$195K Sell
909
-172
-16% -$36K 0.01% 201
2025
Q3 		$225K Sell
1,081
-263
-20% -$51.8K 0.01% 194
2025
Q2 		$252K Buy
1,344
+408
+44% +$67.7K 0.02% 181
2025
Q1 		$143K Buy
936
+85
+10% +$13K 0.01% 232
2024
Q4 		$124K Sell
851
-9
-1% -$1.36K 0.01% 238
2024
Q3 		$128K Buy
860
+98
+13% +$13.8K 0.01% 233
2024
Q2 		$101K Sell
762
-100
-12% -$13.3K 0.01% 253
2024
Q1 		$114K Hold
862
– – 0.02% 197
2023
Q4 		$109K Buy
862
+107
+14% +$12.4K 0.02% 196
2023
Q3 		$79.9K Buy
755
+10
+1% +$1.14K 0.02% 209
2023
Q2 		$86.9K Sell
745
-80
-10% -$9.1K 0.02% 185
2023
Q1 		$94.8K Hold
825
– – 0.02% 183
2022
Q4 		$91.9K Buy
+825
New +$87.8K 0.02% 210

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

Y.D. More Investments's ITA Position: Q2 2026 in Review

Y.D. More Investments increased its iShares US Aerospace & Defense ETF (ITA) stake by 20% in Q2 2026, buying an estimated $51.7K and bringing the position to 1,376 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #196.

Y.D. More Investments first reported a position in ITA in Q4 2022 and has held it in 15 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Y.D. More Investments held 1,376 shares of iShares US Aerospace & Defense ETF worth $332K as of Q2 2026.
  • Y.D. More Investments bought 227 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $51.7K.
  • iShares US Aerospace & Defense ETF made up 0.01% of Y.D. More Investments's portfolio in Q2 2026, its #196 holding.
  • Y.D. More Investments first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.