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 Q3	$6.85M	Sell	33,070 -597	-2%	-$139K	3.28%	8
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

1WAL

15 Wealth Advisors LLC Mundelein, Illinois $399M AUM

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FOCUS Wealth Advisors's ITA Position: Q3 2026 in Review

FOCUS Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 1.8% in Q3 2026, selling an estimated $139K and leaving 33,070 shares worth $6.85M. The position accounts for 3.28% of the portfolio, ranked #8.

FOCUS Wealth Advisors first reported a position in ITA in Q2 2023 and has held it in 14 quarters since. The position peaked at $8.16M in Q2 2026. 98 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

FOCUS Wealth Advisors held 33,070 shares of iShares US Aerospace & Defense ETF worth $6.85M as of Q3 2026.
FOCUS Wealth Advisors sold 597 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $139K.
iShares US Aerospace & Defense ETF made up 3.28% of FOCUS Wealth Advisors's portfolio in Q3 2026, its #8 holding.
FOCUS Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2023 and has held it in 14 quarters since.
FOCUS Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $8.16M in Q2 2026.
98 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on FOCUS Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.