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

Founders Financial Securities’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 		$8.4M Sell
34,670
-26,432
-43% -$6.02M 0.43% 45
2026
Q1 		$14.2M Buy
61,102
+3,612
+6% +$845K 0.8% 24
2025
Q4 		$12.3M Buy
57,490
+5,862
+11% +$1.23M 0.73% 31
2025
Q3 		$10.8M Sell
51,628
-2,265
-4% -$446K 0.73% 33
2025
Q2 		$10.2M Buy
53,893
+635
+1% +$105K 0.77% 29
2025
Q1 		$8.29M Buy
53,258
+33,251
+166% +$5.08M 0.7% 35
2024
Q4 		$2.91M Buy
20,007
+12,108
+153% +$1.82M 0.26% 76
2024
Q3 		$1.18M Buy
7,899
+1,754
+29% +$247K 0.11% 164
2024
Q2 		$811K Buy
6,145
+4,264
+227% +$565K 0.08% 211
2024
Q1 		$248K Buy
+1,881
New +$236K 0.03% 343
2020
Q2 		– Sell
-4,816
Closed -$346K – 181
2020
Q1 		$346K Buy
+4,816
New +$493K 0.13% 84
2019
Q4 		– Sell
-4,708
Closed -$529K – 138
2019
Q3 		$529K Buy
4,708
+258
+6% +$28.2K 0.17% 90
2019
Q2 		$477K Buy
4,450
+608
+16% +$63K 0.16% 85
2019
Q1 		$394K Buy
3,842
+616
+19% +$60.2K 0.12% 90
2018
Q4 		$279K Buy
3,226
+148
+5% +$14.3K 0.1% 90
2018
Q3 		$333K Buy
3,078
+380
+14% +$39.1K 0.09% 89
2018
Q2 		$260K Buy
+2,698
New +$267K 0.08% 88
2018
Q1 		– Sell
-52,974
Closed -$4.98M – 106
2017
Q4 		$4.98M Buy
52,974
+1,554
+3% +$142K 1.66% 18
2017
Q3 		$4.58M Buy
+51,420
New +$4.31M 1.63% 19
2016
Q3 		– Sell
-59,514
Closed -$3.72M – 91
2016
Q2 		$3.72M Buy
+59,514
New +$3.64M 1.7% 18
2014
Q1 		– Sell
-54,104
Closed -$2.86M – 74
2013
Q4 		$2.86M Buy
+54,104
New +$2.67M 2.4% 8

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 22.96% 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 Securities's ITA Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares US Aerospace & Defense ETF (ITA) stake by 43% in Q2 2026, selling an estimated $6.02M and leaving 34,670 shares worth $8.4M. The position accounts for 0.43% of the portfolio, ranked #45.

Founders Financial Securities first reported a position in ITA in Q4 2013 and has held it in 21 quarters since. The position peaked at $14.2M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Founders Financial Securities held 34,670 shares of iShares US Aerospace & Defense ETF worth $8.4M as of Q2 2026.
  • Founders Financial Securities sold 26,432 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $6.02M.
  • iShares US Aerospace & Defense ETF made up 0.43% of Founders Financial Securities's portfolio in Q2 2026, its #45 holding.
  • Founders Financial Securities first reported a position in iShares US Aerospace & Defense ETF in Q4 2013 and has held it in 21 quarters since.
  • Founders Financial Securities's iShares US Aerospace & Defense ETF position peaked at $14.2M in Q1 2026.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.