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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 		$47.8K Sell
200
-19,800
-99% -$4.51M ﹤0.01% 873
2026
Q1 		$42.2K Buy
+20,000
New +$4.68M ﹤0.01% 835

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
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

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. 340 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.
  • 340 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.