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

Able 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
Q3 		$1.24M Buy
6,007
+326
+6% +$76K 0.27% 59
2026
Q2 		$1.38M Sell
5,681
-1,287
-18% -$293K 0.32% 56
2026
Q1 		$1.52M Buy
6,968
+5,865
+532% +$1.37M 0.41% 46
2025
Q4 		$237K Buy
+1,103
New +$231K 0.07% 99
2024
Q1 		– Sell
-9
Closed -$1.14K – 326
2023
Q4 		$1.14K Buy
+9
New +$1.04K ﹤0.01% 508

Other funds holding ITA

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Able Wealth Management's ITA Position: Q3 2026 in Review

Able Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 5.7% in Q3 2026, buying an estimated $76K and bringing the position to 6,007 shares worth $1.24M. The position accounts for 0.27% of the portfolio, ranked #59.

Able Wealth Management first reported a position in ITA in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.52M in Q1 2026. 341 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Able Wealth Management held 6,007 shares of iShares US Aerospace & Defense ETF worth $1.24M as of Q3 2026.
  • Able Wealth Management bought 326 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $76K.
  • iShares US Aerospace & Defense ETF made up 0.27% of Able Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Able Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 5 quarters since.
  • Able Wealth Management's iShares US Aerospace & Defense ETF position peaked at $1.52M in Q1 2026.
  • 341 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.