Howard Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Howard Wealth Management’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	$1.51M	Sell	6,234 -175	-3%	-$39.8K	0.56%	45
2026 Q1	$1.4M	Sell	6,409 -185	-3%	-$43.3K	0.59%	47
2025 Q4	$1.42M	Sell	6,594 -204	-3%	-$42.7K	0.62%	45
2025 Q3	$1.42M	Sell	6,798 -4	-0.1%	-$788	0.65%	45
2025 Q2	$1.28M	Sell	6,802 -121	-2%	-$20.1K	0.65%	43
2025 Q1	$1.06M	Buy	6,923 +54	+0.8%	+$8.25K	0.59%	49
2024 Q4	$998K	Buy	6,869 +1,162	+20%	+$175K	0.54%	53
2024 Q3	$854K	Buy	5,707 +28	+0.5%	+$3.95K	0.5%	54
2024 Q2	$750K	Buy	5,679 +956	+20%	+$127K	0.59%	46
2024 Q1	$623K	Sell	4,723 -20	-0.4%	-$2.51K	0.51%	48
2023 Q4	$600K	Buy	4,743 +182	+4%	+$21K	0.5%	46
2023 Q3	$483K	Sell	4,561 -90	-2%	-$10.3K	0.45%	50
2023 Q2	$543K	Buy	4,651 +25	+0.5%	+$2.84K	0.47%	48
2023 Q1	$532K	Sell	4,626 -20	-0.4%	-$2.27K	0.44%	56
2022 Q4	$520K	Buy	4,646 +45	+1%	+$4.79K	0.43%	61
2022 Q3	$419K	Buy	+4,601	New	+$465K	0.3%	68
2022 Q2	–	Sell	-4,686	Closed	-$519K	–	95
2022 Q1	$519K	Sell	4,686 -60	-1%	-$6.38K	0.28%	74
2021 Q4	$487K	Sell	4,746 -269	-5%	-$28K	0.26%	81
2021 Q3	$522K	Sell	5,015 -300	-6%	-$31.8K	0.29%	78
2021 Q2	$582K	Sell	5,315 -180	-3%	-$19.4K	0.32%	74
2021 Q1	$572K	Sell	5,495 -450	-8%	-$43.9K	0.33%	73
2020 Q4	$563K	Sell	5,945 -375	-6%	-$33K	0.35%	69
2020 Q3	$500K	Sell	6,320 -840	-12%	-$68.8K	0.36%	67
2020 Q2	$589K	Buy	7,160 +30	+0.4%	+$2.37K	0.48%	53
2020 Q1	$512K	Buy	7,130 +36	+0.5%	+$3.68K	0.54%	45
2019 Q4	$787K	Buy	+7,094	New	+$797K	0.66%	30

Other funds holding ITA

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Howard Wealth Management's ITA Position: Q2 2026 in Review

Howard Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 2.7% in Q2 2026, selling an estimated $39.8K and leaving 6,234 shares worth $1.51M. The position accounts for 0.56% of the portfolio, ranked #45.

Howard Wealth Management first reported a position in ITA in Q4 2019 and has held it in 26 quarters since. 263 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Howard Wealth Management held 6,234 shares of iShares US Aerospace & Defense ETF worth $1.51M as of Q2 2026.
Howard Wealth Management sold 175 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $39.8K.
iShares US Aerospace & Defense ETF made up 0.56% of Howard Wealth Management's portfolio in Q2 2026, its #45 holding.
Howard Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 26 quarters since.
263 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.