FWA
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FOCUS Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

FOCUS Wealth 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 		$8.16M Sell
33,667
-351
-1% -$79.9K 3.78% 7
2026
Q1 		$7.44M Sell
34,018
-1,493
-4% -$349K 3.64% 8
2025
Q4 		$7.62M Sell
35,511
-402
-1% -$84.2K 3.55% 8
2025
Q3 		$7.52M Sell
35,913
-340
-0.9% -$67K 3.61% 7
2025
Q2 		$6.84M Sell
36,253
-137
-0.4% -$22.7K 3.55% 7
2025
Q1 		$5.57M Sell
36,390
-804
-2% -$123K 3.08% 8
2024
Q4 		$5.41M Sell
37,194
-281
-0.7% -$42.3K 2.87% 11
2024
Q3 		$5.61M Sell
37,475
-241
-0.6% -$34K 2.8% 10
2024
Q2 		$4.98M Buy
37,716
+1,632
+5% +$216K 2.56% 10
2024
Q1 		$4.76M Buy
36,084
+1,432
+4% +$180K 2.55% 10
2023
Q4 		$4.39M Buy
34,652
+6
+0% +$693 2.78% 9
2023
Q3 		$3.67M Sell
34,646
-176
-0.5% -$20.1K 2.55% 11
2023
Q2 		$4.06M Buy
+34,822
New +$3.96M 2.75% 10

Other funds holding ITA

CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $586M AUM 27.44% 1-Year Est. Return