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ITAITA
3 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in ISHARES U.S. AEROSPACE & DEF

Dynasty Wealth Management, LLC holds 348,483 shares of ITA (ISHARES U.S. AEROSPACE & DEF), worth $84.5M as of 2026-Q2. The position was increased (+11.3% shares). ITA represents 0.6% of Dynasty Wealth Management, LLC's portfolio.

Current Value

$84.5M

Current Shares

348,483

Total Value Change

+$36.8M

Total Shares Change

+126,204

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
348,483
+11.3%
$84.5M0.6%$242.42
47
2026-Q1
Increased
313,175
+40.9%
$68.5M0.6%$244.98
56
2025-Q4
New
222,279
-
$47.7M0.5%$216.34
48

Other major holders of ITA: BNP PARIBAS FINANCIAL MARKETS, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, Steward Partners Investment Advisory, LLC

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