Guardian Wealth Advisors (North Carolina)’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$33.9K	Buy	+155	New	+$36.3K	﹤0.01%	463
2025 Q3	–	Sell	-100	Closed	-$18.9K	–	450
2025 Q2	$18.9K	Hold	100	–	–	﹤0.01%	454
2025 Q1	$15.3K	Hold	100	–	–	﹤0.01%	444
2024 Q4	$14.5K	Hold	100	–	–	﹤0.01%	428
2024 Q3	$15K	Hold	100	–	–	﹤0.01%	367
2024 Q2	$13.2K	Hold	100	–	–	﹤0.01%	362
2024 Q1	$13.2K	Hold	100	–	–	﹤0.01%	378
2023 Q4	$12.7K	Hold	100	–	–	﹤0.01%	376
2023 Q3	$10.6K	Hold	100	–	–	﹤0.01%	356
2023 Q2	$11.7K	Hold	100	–	–	﹤0.01%	339
2023 Q1	$11.5K	Hold	100	–	–	﹤0.01%	333
2022 Q4	$11.2K	Hold	100	–	–	﹤0.01%	312
2022 Q3	$9K	Hold	100	–	–	﹤0.01%	293
2022 Q2	$10K	Hold	100	–	–	﹤0.01%	289
2022 Q1	$11K	Hold	100	–	–	﹤0.01%	213
2021 Q4	$10K	Buy	+100	New	+$10.4K	﹤0.01%	203

Other funds holding ITA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ITA Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q1 2026: 155 shares worth $33.9K. The stake represents ﹤0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in ITA as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in ITA in Q4 2021 and has held it in 16 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 155 shares of iShares US Aerospace & Defense ETF worth $33.9K as of Q1 2026.
iShares US Aerospace & Defense ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #463 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and has held it in 16 quarters since.
1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.