Golden State Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Golden State Wealth Management’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	$344K	Buy	1,417 +223	+19%	+$50.8K	0.03%	334
2026 Q1	$261K	Buy	1,194 +703	+143%	+$164K	0.03%	346
2025 Q4	$105K	Buy	491 +262	+114%	+$54.9K	0.01%	507
2025 Q3	$47.9K	Buy	229 +145	+173%	+$28.6K	0.01%	690
2025 Q2	$15.8K	Sell	84 -245	-74%	-$40.7K	﹤0.01%	943
2025 Q1	$50.4K	Sell	329 -9	-3%	-$1.38K	0.01%	594
2024 Q4	$49.1K	Buy	+338	New	+$50.9K	0.01%	580
2022 Q1	$1.65M	Buy	14,889 +10,163	+215%	+$1.08M	0.32%	62
2021 Q4	$486K	Sell	4,726 -160	-3%	-$16.7K	0.08%	215
2021 Q3	$509K	Buy	4,886 +559	+13%	+$59.3K	0.11%	159
2021 Q2	$474K	Buy	+4,327	New	+$466K	0.1%	171
2020 Q2	–	Sell	-1,298	Closed	-$93K	–	545
2020 Q1	$93K	Buy	+1,298	New	+$133K	0.04%	257
2019 Q4	–	Sell	-12,624	Closed	-$1.42M	–	490
2019 Q3	$1.42M	Sell	12,624 -320	-2%	-$35K	0.47%	43
2019 Q2	$1.39M	Buy	12,944 +108	+0.8%	+$11.2K	0.44%	49
2019 Q1	$1.28M	Buy	+12,836	New	+$1.25M	0.43%	50

Other funds holding ITA

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

PFS

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

MWM

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Golden State Wealth Management's ITA Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 19% in Q2 2026, buying an estimated $50.8K and bringing the position to 1,417 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #334.

Golden State Wealth Management first reported a position in ITA in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.65M in Q1 2022. 267 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Golden State Wealth Management held 1,417 shares of iShares US Aerospace & Defense ETF worth $344K as of Q2 2026.
Golden State Wealth Management bought 223 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $50.8K.
iShares US Aerospace & Defense ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #334 holding.
Golden State Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2019 and has held it in 15 quarters since.
Golden State Wealth Management's iShares US Aerospace & Defense ETF position peaked at $1.65M in Q1 2022.
267 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.