Archer Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Archer Investment 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	$212K	Sell	873 -130	-13%	-$29.6K	0.07%	107
2026 Q1	$219K	Sell	1,003 -4,222	-81%	-$988K	0.09%	99
2025 Q4	$1.12M	Sell	5,225 -2,208	-30%	-$462K	0.6%	50
2025 Q3	$1.56M	Buy	+7,433	New	+$1.46M	0.96%	28

Other funds holding ITA

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

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

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

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

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return