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Cahill Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Cahill Financial 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
Q1 		$593K Hold
2,713
– – 0.06% 161
2025
Q4 		$582K Sell
2,713
-76
-3% -$15.9K 0.06% 159
2025
Q3 		$584K Buy
2,789
+3
+0.1% +$591 0.07% 159
2025
Q2 		$526K Hold
2,786
– – 0.07% 163
2025
Q1 		$427K Sell
2,786
-75
-3% -$11.5K 0.06% 183
2024
Q4 		$416K Sell
2,861
-581
-17% -$87.5K 0.06% 177
2024
Q3 		$515K Sell
3,442
-387
-10% -$54.6K 0.07% 166
2024
Q2 		$506K Sell
3,829
-947
-20% -$126K 0.07% 174
2024
Q1 		$630K Sell
4,776
-456
-9% -$57.2K 0.09% 159
2023
Q4 		$662K Sell
5,232
-640
-11% -$73.9K 0.1% 148
2023
Q3 		$622K Buy
5,872
+1,288
+28% +$147K 0.1% 146
2023
Q2 		$535K Buy
4,584
+214
+5% +$24.3K 0.09% 156
2023
Q1 		$503K Buy
4,370
+524
+14% +$59.6K 0.09% 153
2022
Q4 		$430K Buy
3,846
+1,388
+56% +$148K 0.08% 158
2022
Q3 		$224K Buy
2,458
+12
+0.5% +$1.21K 0.05% 201
2022
Q2 		$243K Buy
+2,446
New +$252K 0.05% 194

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cahill Financial Advisors's ITA Position: Q1 2026 in Review

Cahill Financial Advisors held its iShares US Aerospace & Defense ETF (ITA) position steady in Q1 2026 at 2,713 shares worth $593K. The position accounts for 0.06% of the portfolio, ranked #161.

Cahill Financial Advisors first reported a position in ITA in Q2 2022 and has held it in 16 quarters since. The position peaked at $662K in Q4 2023. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Cahill Financial Advisors held 2,713 shares of iShares US Aerospace & Defense ETF worth $593K as of Q1 2026.
  • Cahill Financial Advisors left its iShares US Aerospace & Defense ETF share count unchanged in Q1 2026.
  • iShares US Aerospace & Defense ETF made up 0.06% of Cahill Financial Advisors's portfolio in Q1 2026, its #161 holding.
  • Cahill Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2022 and has held it in 16 quarters since.
  • Cahill Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $662K in Q4 2023.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.