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Founders Financial Alliance’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Founders Financial Alliance’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 		$585K Buy
2,415
+153
+7% +$34.8K 0.08% 219
2026
Q1 		$495K Buy
2,262
+633
+39% +$148K 0.09% 209
2025
Q4 		$350K Buy
1,629
+415
+34% +$86.9K 0.07% 253
2025
Q3 		$254K Buy
1,214
+891
+276% +$175K 0.05% 322
2025
Q2 		$60.9K Hold
323
– – 0.01% 376
2025
Q1 		$49.4K Buy
323
+1
+0.3% +$153 0.01% 443
2024
Q4 		$46.8K Buy
322
+1
+0.3% +$151 0.01% 386
2024
Q3 		$48K Hold
321
– – 0.01% 392
2024
Q2 		$42.3K Buy
321
+1
+0.3% +$133 0.01% 386
2024
Q1 		$42.2K Buy
320
+1
+0.3% +$125 0.01% 393
2023
Q4 		$40.4K Buy
319
+2
+0.6% +$231 0.02% 356
2023
Q3 		$33.6K Hold
317
– – 0.01% 344
2023
Q2 		$37K Hold
317
– – 0.01% 366
2023
Q1 		$36.5K Sell
317
-109
-26% -$12.4K 0.02% 329
2022
Q4 		$47.7K Buy
426
+2
+0.5% +$213 0.02% 328
2022
Q3 		$39K Hold
424
– – 0.02% 340
2022
Q2 		$42K Buy
424
+1
+0.2% +$103 0.02% 352
2022
Q1 		$47K Hold
423
– – 0.02% 328
2021
Q4 		$43K Buy
423
+1
+0.2% +$104 0.02% 362
2021
Q3 		$44K Sell
422
-1,507
-78% -$160K 0.02% 337
2021
Q2 		$211K Buy
1,929
+2
+0.1% +$215 0.1% 223
2021
Q1 		$198K Sell
1,927
-91
-5% -$8.88K 0.1% 220
2020
Q4 		$191K Sell
2,018
-24
-1% -$2.11K 0.11% 194
2020
Q3 		$162K Buy
+2,042
New +$167K 0.1% 186

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Founders Financial Alliance's ITA Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares US Aerospace & Defense ETF (ITA) stake by 6.8% in Q2 2026, buying an estimated $34.8K and bringing the position to 2,415 shares worth $585K. The position accounts for 0.08% of the portfolio, ranked #219.

Founders Financial Alliance first reported a position in ITA in Q3 2020 and has held it in 24 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Founders Financial Alliance held 2,415 shares of iShares US Aerospace & Defense ETF worth $585K as of Q2 2026.
  • Founders Financial Alliance bought 153 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $34.8K.
  • iShares US Aerospace & Defense ETF made up 0.08% of Founders Financial Alliance's portfolio in Q2 2026, its #219 holding.
  • Founders Financial Alliance first reported a position in iShares US Aerospace & Defense ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.