Cedar Mountain Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Cedar Mountain 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	$65.4K	Hold	270	–	–	0.01%	143
2026 Q1	$59K	Buy	270 +1	+0.4%	+$234	0.01%	127
2025 Q4	$57.9K	Hold	269	–	–	0.01%	108
2025 Q3	$56.4K	Hold	269	–	–	0.01%	106
2025 Q2	$50.7K	Buy	269 +38	+16%	+$6.31K	0.01%	97
2025 Q1	$35.3K	Hold	231	–	–	0.01%	111
2024 Q4	$33.5K	Buy	231 +1	+0.4%	+$151	0.01%	120
2024 Q3	$34.5K	Hold	230	–	–	0.01%	107
2024 Q2	$30.4K	Hold	230	–	–	0.01%	103
2024 Q1	$30.4K	Hold	230	–	–	0.01%	104
2023 Q4	$29.1K	Buy	230 +1	+0.4%	+$115	0.01%	105
2023 Q3	$24.3K	Hold	229	–	–	0.01%	105
2023 Q2	$26.7K	Hold	229	–	–	0.01%	106
2023 Q1	$26.3K	Buy	229 +1	+0.4%	+$114	0.01%	102
2022 Q4	$25.5K	Buy	228 +1	+0.4%	+$106	0.01%	99
2022 Q3	$21K	Hold	227	–	–	0.01%	104
2022 Q2	$22K	Buy	227 +1	+0.4%	+$103	0.01%	105
2022 Q1	$25K	Hold	226	–	–	0.01%	109
2021 Q4	$23K	Buy	226 +1	+0.4%	+$104	0.01%	119
2021 Q3	$23K	Hold	225	–	–	0.01%	114
2021 Q2	$25K	Buy	225 +1	+0.4%	+$108	0.01%	104
2021 Q1	$23K	Hold	224	–	–	0.01%	117
2020 Q4	$21K	Hold	224	–	–	0.01%	116
2020 Q3	$18K	Hold	224	–	–	0.01%	113
2020 Q2	$18K	Buy	224 +2	+0.9%	+$158	0.01%	109
2020 Q1	$16K	Buy	222 +2	+0.9%	+$205	0.01%	100
2019 Q4	$25K	Buy	+220	New	+$24.7K	0.01%	94

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cedar Mountain Advisors's ITA Position: Q2 2026 in Review

Cedar Mountain Advisors held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 270 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #143.

Cedar Mountain Advisors first reported a position in ITA in Q4 2019 and has held it in 27 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Cedar Mountain Advisors held 270 shares of iShares US Aerospace & Defense ETF worth $65.4K as of Q2 2026.
Cedar Mountain Advisors left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #143 holding.
Cedar Mountain Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 27 quarters since.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.