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

Accel 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	$7.32M	Buy	30,190 +1,381	+5%	+$314K	1.65%	13
2026 Q1	$6.3M	Buy	28,809 +2,559	+10%	+$599K	1.64%	11
2025 Q4	$5.64M	Buy	26,250 +2,755	+12%	+$577K	1.54%	14
2025 Q3	$4.92M	Buy	23,495 +4,742	+25%	+$934K	1.43%	16
2025 Q2	$3.54M	Buy	18,753 +670	+4%	+$111K	1.18%	17
2025 Q1	$2.77M	Buy	18,083 +720	+4%	+$110K	1%	20
2024 Q4	$2.52M	Buy	17,363 +493	+3%	+$74.3K	0.96%	24
2024 Q3	$2.52M	Buy	16,870 +187	+1%	+$26.4K	0.94%	24
2024 Q2	$2.2M	Buy	16,683 +1,937	+13%	+$257K	0.88%	30
2024 Q1	$1.95M	Buy	14,746 +2,039	+16%	+$256K	0.83%	33
2023 Q4	$1.61M	Buy	12,707 +1,915	+18%	+$221K	0.81%	35
2023 Q3	$1.14M	Buy	10,792 +1,238	+13%	+$141K	0.64%	44
2023 Q2	$1.11M	Buy	9,554 +5,004	+110%	+$569K	0.61%	48
2023 Q1	$524K	Buy	+4,550	New	+$518K	0.21%	104

Other funds holding ITA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Accel Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 4.8% in Q2 2026, buying an estimated $314K and bringing the position to 30,190 shares worth $7.32M. The position accounts for 1.65% of the portfolio, ranked #13.

Accel Wealth Management first reported a position in ITA in Q1 2023 and has held it in 14 quarters since. 446 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Accel Wealth Management held 30,190 shares of iShares US Aerospace & Defense ETF worth $7.32M as of Q2 2026.
Accel Wealth Management bought 1,381 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $314K.
iShares US Aerospace & Defense ETF made up 1.65% of Accel Wealth Management's portfolio in Q2 2026, its #13 holding.
Accel Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and has held it in 14 quarters since.
446 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.