DHJJ Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

DHJJ Financial 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	$60K	Hold	247	–	–	0.02%	387
2026 Q1	$54.1K	Hold	247	–	–	0.02%	383
2025 Q4	$53.1K	Hold	247	–	–	0.02%	376
2025 Q3	$51.8K	Hold	247	–	–	0.02%	364
2025 Q2	$46.7K	Hold	247	–	–	0.02%	354
2025 Q1	$37.9K	Hold	247	–	–	0.02%	348
2024 Q4	$36K	Hold	247	–	–	0.01%	352
2024 Q3	$37K	Hold	247	–	–	0.01%	347
2024 Q2	$32.7K	Buy	247 +210	+568%	+$27.8K	0.01%	326
2024 Q1	$4.93K	Hold	37	–	–	﹤0.01%	502
2023 Q4	$4.72K	Hold	37	–	–	﹤0.01%	495
2023 Q3	$3.95K	Buy	+37	New	+$4.22K	﹤0.01%	506

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

DHJJ Financial Advisors's ITA Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 247 shares worth $60K. The position accounts for 0.02% of the portfolio, ranked #387.

DHJJ Financial Advisors first reported a position in ITA in Q3 2023 and has held it in 12 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

DHJJ Financial Advisors held 247 shares of iShares US Aerospace & Defense ETF worth $60K as of Q2 2026.
DHJJ Financial Advisors left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #387 holding.
DHJJ Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 12 quarters since.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.