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CX Institutional’s iShares US Aerospace & Defense ETF ITA Stock Holding History

CX Institutional’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 		$5.84M Sell
24,084
-228
-0.9% -$51.9K 0.17% 141
2026
Q1 		$5.32M Buy
24,312
+22,715
+1,422% +$5.31M 0.16% 156
2025
Q4 		$343K Sell
1,597
-67
-4% -$14K 0.01% 530
2025
Q3 		$348K Buy
1,664
+1,570
+1,670% +$309K 0.01% 527
2025
Q2 		$18K Sell
94
-2,776
-97% -$461K ﹤0.01% 971
2025
Q1 		$439K Buy
2,870
+2,771
+2,799% +$423K 0.02% 400
2024
Q4 		$14.4K Buy
+99
New +$14.9K ﹤0.01% 530
2024
Q1 		– Sell
-129
Closed -$16.3K – 558
2023
Q4 		$16.3K Sell
129
-3,140
-96% -$363K ﹤0.01% 520
2023
Q3 		$346K Buy
+3,269
New +$373K 0.02% 375
2023
Q1 		– Sell
-43,764
Closed -$4.9M – 529
2022
Q4 		$4.9M Buy
+43,764
New +$4.66M 0.3% 84
2022
Q3 		– Sell
-168
Closed -$17K – 804
2022
Q2 		$17K Buy
+168
New +$17.3K ﹤0.01% 872
2022
Q1 		– Sell
-8,733
Closed -$898K – 384
2021
Q4 		$898K Sell
8,733
-10,984
-56% -$1.15M 0.07% 211
2021
Q3 		$2.06M Buy
19,717
+19,544
+11,297% +$2.07M 0.17% 143
2021
Q2 		$19K Sell
173
-233
-57% -$25.1K ﹤0.01% 749
2021
Q1 		$42K Sell
406
-572
-58% -$55.8K ﹤0.01% 524
2020
Q4 		$92K Sell
978
-18,846
-95% -$1.66M 0.01% 373
2020
Q3 		$1.57M Sell
19,824
-294
-1% -$24.1K 0.17% 152
2020
Q2 		$1.66M Buy
20,118
+20,088
+66,960% +$1.58M 0.22% 128
2020
Q1 		$2K Sell
30
-12
-29% -$1.23K ﹤0.01% 675
2019
Q4 		$5K Hold
42
– – ﹤0.01% 548
2019
Q3 		$5K Sell
42
-34
-45% -$3.72K ﹤0.01% 583
2019
Q2 		$8K Sell
76
-12,530
-99% -$1.3M ﹤0.01% 529
2019
Q1 		$1.26M Buy
12,606
+2,678
+27% +$262K 0.22% 113
2018
Q4 		$858K Buy
+9,928
New +$957K 0.18% 99

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

CX Institutional's ITA Position: Q2 2026 in Review

CX Institutional reduced its iShares US Aerospace & Defense ETF (ITA) stake by 0.94% in Q2 2026, selling an estimated $51.9K and leaving 24,084 shares worth $5.84M. The position accounts for 0.17% of the portfolio, ranked #141.

CX Institutional first reported a position in ITA in Q4 2018 and has held it in 24 quarters since. 236 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • CX Institutional held 24,084 shares of iShares US Aerospace & Defense ETF worth $5.84M as of Q2 2026.
  • CX Institutional sold 228 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $51.9K.
  • iShares US Aerospace & Defense ETF made up 0.17% of CX Institutional's portfolio in Q2 2026, its #141 holding.
  • CX Institutional first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 24 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.