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

Alterna 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 		$321K Sell
1,323
-3,989
-75% -$908K 0.18% 81
2026
Q1 		$1.16M Buy
5,312
+1,236
+30% +$289K 0.88% 36
2025
Q4 		$875K Buy
+4,076
New +$853K 0.73% 38

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
IA
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
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Alterna Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 75% in Q2 2026, selling an estimated $908K and leaving 1,323 shares worth $321K. The position accounts for 0.18% of the portfolio, ranked #81.

Alterna Wealth Management first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q1 2026. 263 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Alterna Wealth Management held 1,323 shares of iShares US Aerospace & Defense ETF worth $321K as of Q2 2026.
  • Alterna Wealth Management sold 3,989 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $908K.
  • iShares US Aerospace & Defense ETF made up 0.18% of Alterna Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Alterna Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • Alterna Wealth Management's iShares US Aerospace & Defense ETF position peaked at $1.16M in Q1 2026.
  • 263 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.