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Hoxton Planning & Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Hoxton Planning & 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 		$560K Buy
+2,312
New +$526K 0.15% 116
2026
Q1 		– Sell
-5,183
Closed -$1.11M – 223
2025
Q4 		$1.11M Buy
5,183
+87
+2% +$18.2K 0.33% 57
2025
Q3 		$1.07M Buy
+5,096
New +$1M 0.34% 56

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

Hoxton Planning & Management's ITA Position: Q2 2026 in Review

Hoxton Planning & Management opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 2,312 shares worth $560K. The stake represents 0.15% of the portfolio and ranks #116 among its holdings. This is a return to the name: Hoxton Planning & Management previously reported a position in ITA as recently as Q4 2025.

Hoxton Planning & Management first reported a position in ITA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.11M in Q4 2025. 219 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Hoxton Planning & Management held 2,312 shares of iShares US Aerospace & Defense ETF worth $560K as of Q2 2026.
  • iShares US Aerospace & Defense ETF was a new Hoxton Planning & Management position in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.15% of Hoxton Planning & Management's portfolio in Q2 2026, its #116 holding.
  • Hoxton Planning & Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • Hoxton Planning & Management's iShares US Aerospace & Defense ETF position peaked at $1.11M in Q4 2025.
  • 219 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.