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Financial Partners Group (Kansas)’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Financial Partners Group (Kansas)’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 		$4.99M Sell
20,594
-1,237
-6% -$282K 0.51% 38
2026
Q1 		$4.78M Buy
21,831
+507
+2% +$119K 0.57% 39
2025
Q4 		$4.96M Buy
21,324
+161
+0.8% +$33.7K 0.57% 36
2025
Q3 		$4.43M Sell
21,163
-105
-0.5% -$20.7K 0.55% 38
2025
Q2 		$4.01M Sell
21,268
-482
-2% -$80K 0.55% 38
2025
Q1 		$3.33M Sell
21,750
-1,373
-6% -$210K 0.51% 41
2024
Q4 		$3.36M Buy
23,123
+109
+0.5% +$16.4K 0.49% 37
2024
Q3 		$3.44M Sell
23,014
-54
-0.2% -$7.62K 0.51% 40
2024
Q2 		$3.05M Buy
23,068
+844
+4% +$112K 0.48% 38
2024
Q1 		$2.93M Buy
22,224
+184
+0.8% +$23.1K 0.47% 38
2023
Q4 		$2.79M Sell
22,040
-132
-0.6% -$15.2K 0.5% 35
2023
Q3 		$2.5M Buy
22,172
+693
+3% +$79K 0.52% 35
2023
Q2 		$2.48M Sell
21,479
-517
-2% -$58.8K 0.5% 36
2023
Q1 		$2.53M Buy
21,996
+1,612
+8% +$183K 0.56% 37
2022
Q4 		$2.37M Buy
20,384
+4,045
+25% +$431K 0.52% 37
2022
Q3 		$1.49M Buy
16,339
+358
+2% +$36.2K 0.39% 40
2022
Q2 		$1.58M Buy
15,981
+460
+3% +$47.3K 0.4% 35
2022
Q1 		$1.72M Buy
15,521
+4,268
+38% +$454K 0.37% 39
2021
Q4 		$1.14M Buy
11,253
+11
+0.1% +$1.15K 0.25% 54
2021
Q3 		$1.17M Sell
11,242
-510
-4% -$54.1K 0.28% 57
2021
Q2 		$1.29M Sell
11,752
-7
-0.1% -$753 0.33% 49
2021
Q1 		$1.22M Sell
11,759
-426
-3% -$41.6K 0.35% 47
2020
Q4 		$1.14M Sell
12,185
-761
-6% -$66.9K 0.34% 44
2020
Q3 		$1.02M Buy
12,946
+666
+5% +$54.6K 0.35% 39
2020
Q2 		$1.01M Buy
12,280
+1,666
+16% +$131K 0.4% 37
2020
Q1 		$724K Buy
10,614
+5,654
+114% +$579K 0.45% 28
2019
Q4 		$575K Buy
4,960
+1,464
+42% +$164K 0.22% 43
2019
Q3 		$393K Buy
3,496
+8
+0.2% +$874 0.17% 51
2019
Q2 		$374K Sell
3,488
-98
-3% -$10.2K 0.18% 52
2019
Q1 		$358K Sell
3,586
-90
-2% -$8.8K 0.19% 61
2018
Q4 		$318K Sell
3,676
-286
-7% -$27.6K 0.21% 61
2018
Q3 		$429K Buy
3,962
+10
+0.3% +$1.03K 0.28% 51
2018
Q2 		$380K Sell
3,952
-1,362
-26% -$135K 0.28% 54
2018
Q1 		$526K Sell
5,314
-1,786
-25% -$177K 0.41% 47
2017
Q4 		$668K Buy
+7,100
New +$649K 0.53% 40

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Financial Partners Group (Kansas)'s ITA Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its iShares US Aerospace & Defense ETF (ITA) stake by 5.7% in Q2 2026, selling an estimated $282K and leaving 20,594 shares worth $4.99M. The position accounts for 0.51% of the portfolio, ranked #38.

Financial Partners Group (Kansas) first reported a position in ITA in Q4 2017 and has held it in 35 quarters since. 300 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Financial Partners Group (Kansas) held 20,594 shares of iShares US Aerospace & Defense ETF worth $4.99M as of Q2 2026.
  • Financial Partners Group (Kansas) sold 1,237 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $282K.
  • iShares US Aerospace & Defense ETF made up 0.51% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #38 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and has held it in 35 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.