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Atwood & Palmer’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Atwood & Palmer’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 		– Sell
-3
Closed -$728 – 508
2026
Q2 		$728 Buy
+3
New +$683 ﹤0.01% 467

Other funds holding ITA

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $119M AUM 24.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Atwood & Palmer's ITA Position: Q3 2026 in Review

Atwood & Palmer sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2026, closing a stake of 3 shares — an estimated $728 sold.

Atwood & Palmer first reported a position in ITA in Q2 2026 and held it in 1 quarter. The position peaked at $728 in Q2 2026. 34 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Atwood & Palmer reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • Atwood & Palmer sold 3 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $728.
  • Atwood & Palmer first reported a position in iShares US Aerospace & Defense ETF in Q2 2026 and held it in 1 quarter.
  • Atwood & Palmer's iShares US Aerospace & Defense ETF position peaked at $728 in Q2 2026.
  • 34 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.