FFO
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Fortitude Family Office’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Fortitude Family Office’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 		$41.4K Hold
200
– – 0.01% 523
2026
Q2 		$48.5K Buy
+200
New +$45.5K 0.01% 299

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Ferguson Wellman Capital Management
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Independent Financial Group
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Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IP
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
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 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

Fortitude Family Office's ITA Position: Q3 2026 in Review

Fortitude Family Office held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2026 at 200 shares worth $41.4K. The position accounts for 0.01% of the portfolio, ranked #523.

Fortitude Family Office first reported a position in ITA in Q2 2026 and has held it in 2 quarters since. The position peaked at $48.5K in Q2 2026. 125 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Fortitude Family Office held 200 shares of iShares US Aerospace & Defense ETF worth $41.4K as of Q3 2026.
  • Fortitude Family Office left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2026.
  • iShares US Aerospace & Defense ETF made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #523 holding.
  • Fortitude Family Office first reported a position in iShares US Aerospace & Defense ETF in Q2 2026 and has held it in 2 quarters since.
  • Fortitude Family Office's iShares US Aerospace & Defense ETF position peaked at $48.5K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.