Diversify Wealth Management
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Diversify Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Diversify Wealth Management’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
Q3 		$14.6M Buy
70,630
+3,960
+6% +$924K 0.22% 90
2026
Q2 		$16.3M Sell
66,670
-74,191
-53% -$16.9M 0.27% 77
2026
Q1 		$30M Buy
140,861
+129,468
+1,136% +$30.3M 0.54% 31
2025
Q4 		$2.71M Buy
+11,393
New +$2.39M 0.13% 189

Other funds holding ITA

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Stone House Investment Management
Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Diversify Wealth Management's ITA Position: Q3 2026 in Review

Diversify Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 5.9% in Q3 2026, buying an estimated $924K and bringing the position to 70,630 shares worth $14.6M. The position accounts for 0.22% of the portfolio, ranked #90.

Diversify Wealth Management first reported a position in ITA in Q4 2025 and has held it in 4 quarters since. The position peaked at $30M in Q1 2026. 311 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Diversify Wealth Management held 70,630 shares of iShares US Aerospace & Defense ETF worth $14.6M as of Q3 2026.
  • Diversify Wealth Management bought 3,960 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $924K.
  • iShares US Aerospace & Defense ETF made up 0.22% of Diversify Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Diversify Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversify Wealth Management's iShares US Aerospace & Defense ETF position peaked at $30M in Q1 2026.
  • 311 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.