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Gallagher Capital Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Gallagher Capital 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 		$299K Buy
1,233
+1
+0.1% +$228 0.17% 62
2026
Q1 		$269K Buy
1,232
+1
+0.1% +$234 0.18% 57
2025
Q4 		$264K Hold
1,231
– – 0.17% 60
2025
Q3 		$264K Buy
1,231
+5
+0.4% +$985 0.15% 62
2025
Q2 		$243K Buy
+1,226
New +$204K 0.2% 56

Other funds holding ITA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Gallagher Capital Advisors's ITA Position: Q2 2026 in Review

Gallagher Capital Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.08% in Q2 2026, buying an estimated $228 and bringing the position to 1,233 shares worth $299K. The position accounts for 0.17% of the portfolio, ranked #62.

Gallagher Capital Advisors first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. 572 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Gallagher Capital Advisors held 1,233 shares of iShares US Aerospace & Defense ETF worth $299K as of Q2 2026.
  • Gallagher Capital Advisors bought 1 iShares US Aerospace & Defense ETF share in Q2 2026, an estimated $228.
  • iShares US Aerospace & Defense ETF made up 0.17% of Gallagher Capital Advisors's portfolio in Q2 2026, its #62 holding.
  • Gallagher Capital Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • 572 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Gallagher Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.