Global Wealth Strategies & Associates’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-361	Closed	-$79K	–	256
2026 Q1	$79K	Buy	361 +256	+244%	+$59.9K	0.02%	133
2025 Q4	$22.5K	Hold	105	–	–	0.01%	231
2025 Q3	$22K	Hold	105	–	–	0.01%	212
2025 Q2	$19.8K	Hold	105	–	–	0.01%	167
2025 Q1	$16.1K	Hold	105	–	–	﹤0.01%	201
2024 Q4	$15.3K	Hold	105	–	–	﹤0.01%	189
2024 Q3	$15.7K	Hold	105	–	–	0.01%	156
2024 Q2	$13.9K	Hold	105	–	–	0.01%	147
2024 Q1	$13.9K	Sell	105 -8	-7%	-$1K	0.01%	152
2023 Q4	$14.3K	Buy	113 +8	+8%	+$924	0.01%	142
2023 Q3	$11.1K	Hold	105	–	–	0.01%	152
2023 Q2	$12.3K	Hold	105	–	–	0.01%	150
2023 Q1	$12.1K	Hold	105	–	–	0.01%	146
2022 Q4	$11.7K	Buy	+105	New	+$11.2K	0.01%	140

Other funds holding ITA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Global Wealth Strategies & Associates's ITA Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 361 shares — an estimated $79K sold.

Global Wealth Strategies & Associates first reported a position in ITA in Q4 2022 and held it in 14 quarters. The position peaked at $79K in Q1 2026. 414 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 361 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $79K.
Global Wealth Strategies & Associates first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's iShares US Aerospace & Defense ETF position peaked at $79K in Q1 2026.
414 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.