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Highline Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Highline Wealth Partners’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 		$223K Buy
920
+840
+1,050% +$191K 0.05% 103
2026
Q1 		$17.5K Sell
80
-65
-45% -$15.2K ﹤0.01% 324
2025
Q4 		$31.1K Sell
145
-130
-47% -$27.2K 0.01% 184
2025
Q3 		$57.5K Sell
275
-46
-14% -$9.06K 0.02% 152
2025
Q2 		$60.6K Sell
321
-607
-65% -$101K 0.02% 137
2025
Q1 		$142K Buy
928
+5
+0.5% +$764 0.05% 98
2024
Q4 		$134K Sell
923
-117
-11% -$17.6K 0.04% 101
2024
Q3 		$156K Buy
+1,040
New +$147K 0.05% 102

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Highline Wealth Partners's ITA Position: Q2 2026 in Review

Highline Wealth Partners increased its iShares US Aerospace & Defense ETF (ITA) stake by 1,050% in Q2 2026, buying an estimated $191K and bringing the position to 920 shares worth $223K. The position accounts for 0.05% of the portfolio, ranked #103.

Highline Wealth Partners first reported a position in ITA in Q3 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Highline Wealth Partners held 920 shares of iShares US Aerospace & Defense ETF worth $223K as of Q2 2026.
  • Highline Wealth Partners bought 840 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $191K.
  • iShares US Aerospace & Defense ETF made up 0.05% of Highline Wealth Partners's portfolio in Q2 2026, its #103 holding.
  • Highline Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.