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Farther Finance Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Farther Finance 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 		$2.54M Buy
10,486
+1,940
+23% +$442K 0.02% 637
2026
Q1 		$1.91M Sell
8,546
-10,784
-56% -$2.52M 0.02% 670
2025
Q4 		$4.15M Buy
19,330
+2,960
+18% +$620K 0.04% 357
2025
Q3 		$3.43M Buy
16,370
+14,286
+686% +$2.81M 0.05% 303
2025
Q2 		$393K Buy
2,084
+528
+34% +$87.7K 0.01% 1031
2025
Q1 		$240K Sell
1,556
-614
-28% -$93.8K 0.01% 1156
2024
Q4 		$315K Buy
2,170
+175
+9% +$26.4K 0.01% 786
2024
Q3 		$299K Buy
1,995
+203
+11% +$28.6K 0.01% 830
2024
Q2 		$236K Buy
1,792
+930
+108% +$123K 0.01% 774
2024
Q1 		$113K Hold
862
– – 0.01% 905
2023
Q4 		$109K Buy
862
+490
+132% +$56.6K 0.01% 773
2023
Q3 		$39.4K Buy
372
+275
+284% +$31.4K 0.01% 849
2023
Q2 		$11.3K Sell
97
-820
-89% -$93.3K ﹤0.01% 1159
2023
Q1 		$106K Buy
917
+808
+741% +$91.9K 0.03% 395
2022
Q4 		$12.2K Buy
+109
New +$11.6K ﹤0.01% 883

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Farther Finance Advisors's ITA Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 23% in Q2 2026, buying an estimated $442K and bringing the position to 10,486 shares worth $2.54M. The position accounts for 0.02% of the portfolio, ranked #637.

Farther Finance Advisors first reported a position in ITA in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.15M in Q4 2025. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Farther Finance Advisors held 10,486 shares of iShares US Aerospace & Defense ETF worth $2.54M as of Q2 2026.
  • Farther Finance Advisors bought 1,940 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $442K.
  • iShares US Aerospace & Defense ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #637 holding.
  • Farther Finance Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares US Aerospace & Defense ETF position peaked at $4.15M in Q4 2025.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.