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B. Riley Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

B. Riley Wealth Advisors’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 		$1.7M Sell
7,089
-85
-1% -$19.4K 0.09% 204
2026
Q1 		$1.51M Sell
7,174
-2,473
-26% -$579K 0.1% 204
2025
Q4 		$2.07M Buy
9,647
+7
+0.1% +$1.47K 0.1% 202
2025
Q3 		$2.02M Buy
9,640
+4,665
+94% +$919K 0.09% 201
2025
Q2 		$939K Buy
+4,975
New +$826K 0.04% 368
2024
Q4 		$2.98M Buy
20,527
+61
+0.3% +$9.19K 0.1% 207
2024
Q3 		$3.07M Sell
20,466
-4,287
-17% -$605K 0.09% 227
2024
Q2 		$3.27M Buy
24,753
+3,066
+14% +$407K 0.08% 227
2024
Q1 		$2.3M Sell
21,687
-889
-4% -$112K 0.06% 307
2023
Q4 		$2.86M Buy
22,576
+889
+4% +$103K 0.08% 268
2023
Q3 		$2.3M Buy
21,687
+606
+3% +$69.1K 0.06% 307
2023
Q2 		$2.46M Sell
21,081
-2,998
-12% -$341K 0.06% 312
2023
Q1 		$2.77M Buy
24,079
+1,091
+5% +$124K 0.07% 265
2022
Q4 		$2.57M Buy
22,988
+586
+3% +$62.4K 0.07% 280
2022
Q3 		$2.04M Buy
22,402
+16,524
+281% +$1.67M 0.06% 307
2022
Q2 		$584K Sell
5,878
-316
-5% -$32.5K 0.02% 596
2022
Q1 		$687K Sell
6,194
-113
-2% -$12K 0.02% 595
2021
Q4 		$649K Buy
6,307
+13
+0.2% +$1.35K 0.02% 693
2021
Q3 		$657K Sell
6,294
-343
-5% -$36.4K 0.02% 668
2021
Q2 		$728K Sell
6,637
-1
-0% -$108 0.02% 625
2021
Q1 		$692K Buy
6,638
+1,450
+28% +$142K 0.02% 594
2020
Q4 		$492K Buy
5,188
+286
+6% +$25.1K 0.03% 543
2020
Q3 		$388K Sell
4,902
-344
-7% -$28.2K 0.02% 628
2020
Q2 		$432K Sell
5,246
-2,934
-36% -$231K 0.03% 506
2020
Q1 		$589K Sell
8,180
-600
-7% -$61.4K 0.05% 347
2019
Q4 		$975K Sell
8,780
-506
-5% -$56.8K 0.08% 248
2019
Q3 		$1.04M Buy
9,286
+830
+10% +$90.7K 0.1% 219
2019
Q2 		$906K Buy
8,456
+3,072
+57% +$318K 0.1% 219
2019
Q1 		$538K Sell
5,384
-3,746
-41% -$366K 0.07% 316
2018
Q4 		$790K Sell
9,130
-3,670
-29% -$354K 0.11% 193
2018
Q3 		$1.39M Buy
12,800
+1,172
+10% +$121K 0.17% 141
2018
Q2 		$1.12M Sell
11,628
-8
-0.1% -$792 0.15% 164
2018
Q1 		$1.15M Sell
11,636
-120
-1% -$11.9K 0.16% 148
2017
Q4 		$1.11M Buy
11,756
+568
+5% +$51.9K 0.15% 162
2017
Q3 		$997K Buy
11,188
+1,658
+17% +$139K 0.17% 145
2017
Q2 		$751K Buy
9,530
+648
+7% +$50K 0.14% 188
2017
Q1 		$662K Sell
8,882
-542
-6% -$39.9K 0.13% 194
2016
Q4 		$662K Buy
+9,424
New +$642K 0.13% 185
2015
Q1 		– Sell
-1,200
Closed -$69 – 1266
2014
Q4 		$69 Buy
+1,200
New +$66.1K ﹤0.01% 1925

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

B. Riley Wealth Advisors's ITA Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 1.2% in Q2 2026, selling an estimated $19.4K and leaving 7,089 shares worth $1.7M. The position accounts for 0.09% of the portfolio, ranked #204.

B. Riley Wealth Advisors first reported a position in ITA in Q4 2014 and has held it in 39 quarters since. The position peaked at $3.27M in Q2 2024. 247 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • B. Riley Wealth Advisors held 7,089 shares of iShares US Aerospace & Defense ETF worth $1.7M as of Q2 2026.
  • B. Riley Wealth Advisors sold 85 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $19.4K.
  • iShares US Aerospace & Defense ETF made up 0.09% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • B. Riley Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2014 and has held it in 39 quarters since.
  • B. Riley Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $3.27M in Q2 2024.
  • 247 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.