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

HHM 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	$54.6K	Buy	225 +1	+0.4%	+$228	0.01%	374
2026 Q1	$49.1K	Hold	224	–	–	0.01%	374
2025 Q4	$48.2K	Hold	224	–	–	0.01%	367
2025 Q3	$47K	Hold	224	–	–	0.01%	383
2025 Q2	$42.3K	Hold	224	–	–	0.01%	401
2025 Q1	$34.4K	Hold	224	–	–	﹤0.01%	417
2024 Q4	$32.6K	Buy	224 +164	+273%	+$24.7K	﹤0.01%	428
2024 Q3	$8.98K	Sell	60 -6	-9%	-$846	﹤0.01%	581
2024 Q2	$8.72K	Buy	66 +6	+10%	+$796	﹤0.01%	566
2024 Q1	$7.92K	Hold	60	–	–	﹤0.01%	563
2023 Q4	$7.6K	Sell	60 -25	-29%	-$2.89K	﹤0.01%	564
2023 Q3	$9.01K	Hold	85	–	–	﹤0.01%	522
2023 Q2	$9.92K	Hold	85	–	–	﹤0.01%	535
2023 Q1	$9.78K	Buy	85 +25	+42%	+$2.84K	﹤0.01%	533
2022 Q4	$6.71K	Hold	60	–	–	﹤0.01%	504
2022 Q3	$5K	Hold	60	–	–	﹤0.01%	533
2022 Q2	$6K	Hold	60	–	–	﹤0.01%	617
2022 Q1	$7K	Hold	60	–	–	﹤0.01%	575
2021 Q4	$6K	Hold	60	–	–	﹤0.01%	568
2021 Q3	$6K	Hold	60	–	–	﹤0.01%	537
2021 Q2	$7K	Hold	60	–	–	﹤0.01%	502
2021 Q1	$6K	Buy	+60	New	+$5.86K	﹤0.01%	487

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 22.96% 1-Year Est. Return

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

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

HHM Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.45% in Q2 2026, buying an estimated $228 and bringing the position to 225 shares worth $54.6K. The position accounts for 0.01% of the portfolio, ranked #374.

HHM Wealth Advisors first reported a position in ITA in Q1 2021 and has held it in 22 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

HHM Wealth Advisors held 225 shares of iShares US Aerospace & Defense ETF worth $54.6K as of Q2 2026.
HHM Wealth Advisors bought 1 iShares US Aerospace & Defense ETF share in Q2 2026, an estimated $228.
iShares US Aerospace & Defense ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #374 holding.
HHM Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2021 and has held it in 22 quarters since.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

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