HWA
ITA icon

HCR Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

HCR Wealth 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 		$436K Sell
1,799
-105
-6% -$23.9K 0.04% 170
2026
Q1 		$417K Sell
1,904
-68
-3% -$15.9K 0.04% 168
2025
Q4 		$423K Sell
1,972
-97
-5% -$20.3K 0.04% 170
2025
Q3 		$433K Sell
2,069
-149
-7% -$29.3K 0.04% 159
2025
Q2 		$418K Hold
2,218
– – 0.05% 160
2025
Q1 		$340K Sell
2,218
-71
-3% -$10.8K 0.04% 167
2024
Q4 		$333K Sell
2,289
-25
-1% -$3.77K 0.04% 170
2024
Q3 		$346K Sell
2,314
-222
-9% -$31.3K 0.05% 169
2024
Q2 		$335K Buy
2,536
+170
+7% +$22.5K 0.05% 162
2024
Q1 		$312K Sell
2,366
-75
-3% -$9.41K 0.05% 165
2023
Q4 		$309K Buy
2,441
+118
+5% +$13.6K 0.05% 156
2023
Q3 		$246K Sell
2,323
-2,564
-52% -$292K 0.05% 141
2023
Q2 		$570K Buy
4,887
+389
+9% +$44.2K 0.11% 108
2023
Q1 		$518K Sell
4,498
-146
-3% -$16.6K 0.1% 110
2022
Q4 		$519K Sell
4,644
-284
-6% -$30.2K 0.11% 107
2022
Q3 		$449K Buy
4,928
+20
+0.4% +$2.02K 0.1% 111
2022
Q2 		$487K Sell
4,908
-33
-0.7% -$3.4K 0.1% 110
2022
Q1 		$547K Sell
4,941
-278
-5% -$29.6K 0.09% 119
2021
Q4 		$536K Sell
5,219
-75
-1% -$7.82K 0.08% 132
2021
Q3 		$552K Buy
5,294
+368
+7% +$39.1K 0.09% 127
2021
Q2 		$540K Buy
4,926
+127
+3% +$13.7K 0.09% 124
2021
Q1 		$500K Sell
4,799
-4,652
-49% -$454K 0.1% 126
2020
Q4 		$713K Buy
9,451
+4,447
+89% +$391K 0.15% 99
2020
Q3 		$490K Buy
5,004
+276
+6% +$22.6K 0.11% 108
2020
Q2 		$445K Sell
4,728
-1,290
-21% -$102K 0.1% 104
2020
Q1 		$460K Sell
6,018
-144
-2% -$14.7K 0.13% 91
2019
Q4 		$646K Buy
6,162
+228
+4% +$25.6K 0.16% 88
2019
Q3 		$605K Buy
5,934
+34
+0.6% +$3.72K 0.2% 83
2019
Q2 		$584K Sell
5,900
-2,122
-26% -$220K 0.17% 90
2019
Q1 		$735K Sell
8,022
-305,454
-97% -$29.9M 0.21% 87
2018
Q4 		$1.12M Sell
313,476
-3,674
-1% -$354K 0.36% 59
2018
Q3 		$1.58M Buy
317,150
+3,720
+1% +$383K 0.52% 47
2018
Q2 		$1.24M Sell
313,430
-392
-0.1% -$38.8K 0.41% 60
2018
Q1 		$1.28M Buy
313,822
+8,472
+3% +$840K 0.44% 53
2017
Q4 		$429K Buy
305,350
+300,000
+5,607% +$27.4M 0.15% 115
2017
Q3 		$404K Sell
5,350
-299,500
-98% -$25.1M 0.17% 109
2017
Q2 		$339K Sell
304,850
-98
-0% -$7.56K 0.17% 96
2017
Q1 		$327K Buy
304,948
+92
+0% +$6.76K 0.17% 109
2016
Q4 		$296K Buy
+304,856
New +$20.8M 0.16% 111

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Wealth Enhancement Advisory Services
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
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

HCR Wealth Advisors's ITA Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 5.5% in Q2 2026, selling an estimated $23.9K and leaving 1,799 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #170.

HCR Wealth Advisors first reported a position in ITA in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.58M in Q3 2018. 201 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • HCR Wealth Advisors held 1,799 shares of iShares US Aerospace & Defense ETF worth $436K as of Q2 2026.
  • HCR Wealth Advisors sold 105 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $23.9K.
  • iShares US Aerospace & Defense ETF made up 0.04% of HCR Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • HCR Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $1.58M in Q3 2018.
  • 201 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.