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

Beaird Harris 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 		$971 Buy
+4
New +$911 ﹤0.01% 572

Other funds holding ITA

LMFP
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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
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
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Beaird Harris Wealth Management's ITA Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 4 shares worth $971. The stake represents ﹤0.01% of the portfolio and ranks #572 among its holdings.

170 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Beaird Harris Wealth Management held 4 shares of iShares US Aerospace & Defense ETF worth $971 as of Q2 2026.
  • iShares US Aerospace & Defense ETF was a new Beaird Harris Wealth Management position in Q2 2026.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #572 holding.
  • 170 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.