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 Q2	–	Sell	-155	Closed	-$33.9K	–	485
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ITA Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 155 shares — an estimated $33.9K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ITA in Q4 2021 and held it in 16 quarters. The position peaked at $33.9K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 155 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $33.9K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares US Aerospace & Defense ETF position peaked at $33.9K in Q1 2026.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.