Ayalon Insurance Company’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Ayalon Insurance Company’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	$5.55M	Hold	22,889	–	–	0.68%	30
2026 Q1	$5.01M	Buy	22,889 +8,433	+58%	+$1.97M	1.02%	24
2025 Q4	$3.1M	Hold	14,456	–	–	0.75%	33
2025 Q3	$3.02M	Hold	14,456	–	–	0.76%	33
2025 Q2	$2.73M	Hold	14,456	–	–	0.79%	35
2025 Q1	$2.21M	Hold	14,456	–	–	0.71%	36
2024 Q4	$2.1M	Hold	14,456	–	–	0.65%	41
2024 Q3	$2.16M	Sell	14,456 -33	-0.2%	-$4.65K	0.67%	41
2024 Q2	$1.91M	Sell	14,489 -494	-3%	-$65.5K	0.63%	43
2024 Q1	$1.98M	Buy	14,983 +1,003	+7%	+$126K	0.66%	44
2023 Q4	$1.77M	Hold	13,980	–	–	0.64%	41
2023 Q3	$1.48M	Hold	13,980	–	–	0.63%	47
2023 Q2	$1.63M	Hold	13,980	–	–	0.68%	44
2023 Q1	$1.61M	Hold	13,980	–	–	0.69%	36
2022 Q4	$1.56M	Hold	13,980	–	–	0.74%	34
2022 Q3	$1.28M	Sell	13,980 -3,170	-18%	-$320K	0.6%	38
2022 Q2	$1.7M	Hold	17,150	–	–	0.81%	30
2022 Q1	$1.9M	Buy	+17,150	New	+$1.82M	0.64%	46
2019 Q3	–	Sell	-1,236	Closed	-$131K	–	118
2019 Q2	$131K	Hold	1,236	–	–	0.09%	66
2019 Q1	$126K	Hold	1,236	–	–	0.09%	65
2018 Q4	$107K	Sell	1,236 -832	-40%	-$80.2K	0.09%	66
2018 Q3	$224K	Buy	+2,068	New	+$213K	0.18%	50

Other funds holding ITA

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Ayalon Insurance Company's ITA Position: Q2 2026 in Review

Ayalon Insurance Company held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 22,889 shares worth $5.55M. The position accounts for 0.68% of the portfolio, ranked #30.

Ayalon Insurance Company first reported a position in ITA in Q3 2018 and has held it in 22 quarters since. 340 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Ayalon Insurance Company held 22,889 shares of iShares US Aerospace & Defense ETF worth $5.55M as of Q2 2026.
Ayalon Insurance Company left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.68% of Ayalon Insurance Company's portfolio in Q2 2026, its #30 holding.
Ayalon Insurance Company first reported a position in iShares US Aerospace & Defense ETF in Q3 2018 and has held it in 22 quarters since.
340 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Ayalon Insurance Company's 13F filing for Q2 2026, filed 13 Jul 2026.