CFS Investment Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

CFS Investment Advisory Services’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	$272K	Sell	1,096 -40	-4%	-$9.11K	0.02%	326
2026 Q1	$263K	Buy	1,136 +41	+4%	+$9.59K	0.02%	325
2025 Q4	$235K	Hold	1,095	–	–	0.02%	314
2025 Q3	$237K	Buy	+1,095	New	+$216K	0.02%	314

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

CFS Investment Advisory Services's ITA Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares US Aerospace & Defense ETF (ITA) stake by 3.5% in Q2 2026, selling an estimated $9.11K and leaving 1,096 shares worth $272K. The position accounts for 0.02% of the portfolio, ranked #326.

CFS Investment Advisory Services first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

CFS Investment Advisory Services held 1,096 shares of iShares US Aerospace & Defense ETF worth $272K as of Q2 2026.
CFS Investment Advisory Services sold 40 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $9.11K.
iShares US Aerospace & Defense ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #326 holding.
CFS Investment Advisory Services first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
293 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.