Cardinal Point Capital Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Cardinal Point Capital 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	$2.13M	Buy	8,780 +510	+6%	+$116K	0.12%	87
2026 Q1	$1.81M	Sell	8,270 -900	-10%	-$211K	0.11%	88
2025 Q4	$1.97M	Hold	9,170	–	–	0.13%	83
2025 Q3	$1.92M	Hold	9,170	–	–	0.13%	84
2025 Q2	$1.73M	Buy	+9,170	New	+$1.52M	0.14%	76

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

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

Cardinal Point Capital Management's ITA Position: Q2 2026 in Review

Cardinal Point Capital Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 6.2% in Q2 2026, buying an estimated $116K and bringing the position to 8,780 shares worth $2.13M. The position accounts for 0.12% of the portfolio, ranked #87.

Cardinal Point Capital Management first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. 261 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Cardinal Point Capital Management held 8,780 shares of iShares US Aerospace & Defense ETF worth $2.13M as of Q2 2026.
Cardinal Point Capital Management bought 510 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $116K.
iShares US Aerospace & Defense ETF made up 0.12% of Cardinal Point Capital Management's portfolio in Q2 2026, its #87 holding.
Cardinal Point Capital Management first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
261 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.