Deane Retirement Strategies’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Deane Retirement Strategies’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	–	Sell	-33,876	Closed	-$7.4M	–	62
2026 Q1	$7.4M	Buy	+33,876	New	+$7.93M	2.98%	11
2023 Q3	–	Sell	-32,650	Closed	-$3.81M	–	65
2023 Q2	$3.81M	Buy	32,650 +207	+0.6%	+$23.5K	2.09%	13
2023 Q1	$3.73M	Buy	32,443 +209	+0.6%	+$23.8K	2.06%	14
2022 Q4	$3.61M	Buy	+32,234	New	+$3.43M	2.01%	11
2022 Q2	–	Sell	-51,481	Closed	-$5.75M	–	57
2022 Q1	$5.75M	Buy	+51,481	New	+$5.48M	3.17%	8

Other funds holding ITA

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return