Accel Wealth Management
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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
Q3 		$6.57M Buy
31,699
+1,509
+5% +$352K 1.41% 16
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

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

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

Accel Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 5% in Q3 2026, buying an estimated $352K and bringing the position to 31,699 shares worth $6.57M. The position accounts for 1.41% of the portfolio, ranked #16.

Accel Wealth Management first reported a position in ITA in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.32M in Q2 2026. 362 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Accel Wealth Management held 31,699 shares of iShares US Aerospace & Defense ETF worth $6.57M as of Q3 2026.
  • Accel Wealth Management bought 1,509 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $352K.
  • iShares US Aerospace & Defense ETF made up 1.41% of Accel Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Accel Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and has held it in 15 quarters since.
  • Accel Wealth Management's iShares US Aerospace & Defense ETF position peaked at $7.32M in Q2 2026.
  • 362 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

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