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Cathy Pareto & Associates’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Cathy Pareto & Associates’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 		$755K Buy
3,114
+175
+6% +$39.8K 0.44% 43
2026
Q1 		$643K Buy
2,939
+175
+6% +$40.9K 0.43% 44
2025
Q4 		$593K Buy
2,764
+100
+4% +$20.9K 0.41% 47
2025
Q3 		$558K Buy
2,664
+276
+12% +$54.4K 0.42% 47
2025
Q2 		$451K Buy
2,388
+295
+14% +$49K 0.37% 52
2025
Q1 		$321K Sell
2,093
-287
-12% -$43.8K 0.28% 66
2024
Q4 		$346K Buy
+2,380
New +$359K 0.32% 58

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

Cathy Pareto & Associates's ITA Position: Q2 2026 in Review

Cathy Pareto & Associates increased its iShares US Aerospace & Defense ETF (ITA) stake by 6% in Q2 2026, buying an estimated $39.8K and bringing the position to 3,114 shares worth $755K. The position accounts for 0.44% of the portfolio, ranked #43.

Cathy Pareto & Associates first reported a position in ITA in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Cathy Pareto & Associates held 3,114 shares of iShares US Aerospace & Defense ETF worth $755K as of Q2 2026.
  • Cathy Pareto & Associates bought 175 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $39.8K.
  • iShares US Aerospace & Defense ETF made up 0.44% of Cathy Pareto & Associates's portfolio in Q2 2026, its #43 holding.
  • Cathy Pareto & Associates first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.