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

Avondale 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	$1.22M	Sell	5,050 -500	-9%	-$114K	0.5%	21
2026 Q1	$1.21M	Sell	5,550 -350	-6%	-$81.9K	0.6%	23
2025 Q4	$1.27M	Hold	5,900	–	–	0.65%	21
2025 Q3	$1.23M	Hold	5,900	–	–	0.66%	21
2025 Q2	$1.11M	Sell	5,900 -500	-8%	-$83K	0.62%	24
2025 Q1	$980K	Sell	6,400 -650	-9%	-$99.3K	0.62%	26
2024 Q4	$1.02M	Buy	7,050 +3,175	+82%	+$478K	0.66%	23
2024 Q3	$580K	Buy	3,875 +675	+21%	+$95.2K	0.38%	28
2024 Q2	$423K	Buy	+3,200	New	+$424K	0.29%	32

Other funds holding ITA

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $275M 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 $841M AUM 20.71% 1-Year Est. Return