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

Florida 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	$250K	Sell	1,031 -794	-44%	-$181K	0.04%	312
2026 Q1	$399K	Sell	1,825 -2,101	-54%	-$492K	0.1%	196
2025 Q4	$843K	Sell	3,926 -286	-7%	-$59.9K	0.23%	108
2025 Q3	$882K	Buy	4,212 +252	+6%	+$49.6K	0.27%	99
2025 Q2	$747K	Buy	3,960 +1,550	+64%	+$257K	0.25%	98
2025 Q1	$369K	Buy	2,410 +51	+2%	+$7.79K	0.15%	144
2024 Q4	$343K	Buy	2,359 +279	+13%	+$42K	0.15%	135
2024 Q3	$311K	Sell	2,080 -236	-10%	-$33.3K	0.16%	120
2024 Q2	$306K	Buy	2,316 +631	+37%	+$83.7K	0.18%	93
2024 Q1	$222K	Buy	+1,685	New	+$211K	0.16%	113

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

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

Florida Financial Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 44% in Q2 2026, selling an estimated $181K and leaving 1,031 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #312.

Florida Financial Advisors first reported a position in ITA in Q1 2024 and has held it in 10 quarters since. The position peaked at $882K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Florida Financial Advisors held 1,031 shares of iShares US Aerospace & Defense ETF worth $250K as of Q2 2026.
Florida Financial Advisors sold 794 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $181K.
iShares US Aerospace & Defense ETF made up 0.04% of Florida Financial Advisors's portfolio in Q2 2026, its #312 holding.
Florida Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
Florida Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $882K in Q3 2025.
1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.