AFG Fiduciary Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

AFG Fiduciary Services’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	$755K	Buy	+3,040	New	+$692K	0.59%	34

Other funds holding ITA

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Wealth Enhancement Advisory Services

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

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

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

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

AFG Fiduciary Services's ITA Position: Q2 2026 in Review

AFG Fiduciary Services opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 3,040 shares worth $755K. The stake represents 0.59% of the portfolio and ranks #34 among its holdings.

200 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

AFG Fiduciary Services held 3,040 shares of iShares US Aerospace & Defense ETF worth $755K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new AFG Fiduciary Services position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.59% of AFG Fiduciary Services's portfolio in Q2 2026, its #34 holding.
200 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.