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Centerline Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Centerline Wealth 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 		$2.31M Buy
9,510
+90
+1% +$20.5K 0.72% 32
2026
Q1 		$2.06M Buy
9,420
+513
+6% +$120K 0.74% 30
2025
Q4 		$1.91M Buy
+8,907
New +$1.86M 0.69% 27

Other funds holding ITA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Centerline Wealth Advisors's ITA Position: Q2 2026 in Review

Centerline Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.96% in Q2 2026, buying an estimated $20.5K and bringing the position to 9,510 shares worth $2.31M. The position accounts for 0.72% of the portfolio, ranked #32.

Centerline Wealth Advisors first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. 468 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Centerline Wealth Advisors held 9,510 shares of iShares US Aerospace & Defense ETF worth $2.31M as of Q2 2026.
  • Centerline Wealth Advisors bought 90 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $20.5K.
  • iShares US Aerospace & Defense ETF made up 0.72% of Centerline Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Centerline Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.