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

IFP 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 		$26.6M Buy
109,759
+2,375
+2% +$541K 0.48% 36
2026
Q1 		$23.5M Sell
107,384
-6,245
-5% -$1.46M 0.49% 33
2025
Q4 		$24.4M Sell
113,629
-552
-0.5% -$116K 0.55% 26
2025
Q3 		$23.9M Buy
114,181
+5,707
+5% +$1.12M 0.62% 22
2025
Q2 		$20.5M Buy
108,474
+74,644
+221% +$12.4M 0.58% 30
2025
Q1 		$5.18M Buy
33,830
+29,371
+659% +$4.49M 0.16% 143
2024
Q4 		$648K Buy
4,459
+1,529
+52% +$230K 0.02% 649
2024
Q3 		$439K Buy
2,930
+1,632
+126% +$230K 0.02% 742
2024
Q2 		$171K Sell
1,298
-4
-0.3% -$530 0.01% 1117
2024
Q1 		$172K Buy
1,302
+21
+2% +$2.63K 0.01% 1073
2023
Q4 		$162K Buy
1,281
+249
+24% +$28.8K 0.01% 1045
2023
Q3 		$109K Sell
1,032
-13,196
-93% -$1.51M ﹤0.01% 1213
2023
Q2 		$1.66M Sell
14,228
-1,202
-8% -$137K 0.07% 296
2023
Q1 		$3.1M Sell
15,430
-6,062
-28% -$689K 0.14% 152
2022
Q4 		$4.32M Buy
21,492
+10,731
+100% +$1.14M 0.12% 172
2022
Q3 		$2.16M Buy
10,761
+4,336
+67% +$438K 0.06% 365
2022
Q2 		$1.29M Hold
6,425
– – 0.04% 494
2022
Q1 		$1.29M Buy
6,425
+3,728
+138% +$397K 0.04% 494
2021
Q4 		$277K Sell
2,697
-222
-8% -$23.1K 0.01% 816
2021
Q3 		$304K Sell
2,919
-328
-10% -$34.8K 0.01% 767
2021
Q2 		$354K Buy
3,247
+258
+9% +$27.8K 0.01% 665
2021
Q1 		$309K Sell
2,989
-8
-0.3% -$781 0.01% 667
2020
Q4 		$283K Buy
2,997
+351
+13% +$30.9K 0.01% 682
2020
Q3 		$211K Buy
2,646
+74
+3% +$6.07K 0.01% 686
2020
Q2 		$216K Buy
2,572
+486
+23% +$38.3K 0.02% 636
2020
Q1 		$165K Sell
2,086
-3,476
-62% -$356K 0.02% 637
2019
Q4 		$623K Sell
5,562
-2,770
-33% -$311K 0.05% 381
2019
Q3 		$938K Buy
+8,332
New +$911K 0.06% 314
2019
Q1 		$138K Sell
1,380
-16,540
-92% -$1.62M 0.02% 581
2018
Q4 		$1.53M Sell
17,920
-12,076
-40% -$1.16M 0.09% 236
2018
Q3 		$3.25M Sell
29,996
-4,542
-13% -$467K 0.13% 181
2018
Q2 		$3.32M Sell
34,538
-12,604
-27% -$1.25M 0.14% 169
2018
Q1 		$4.43M Hold
47,142
– – 0.2% 109
2017
Q4 		$4.43M Buy
47,142
+1,378
+3% +$126K 0.2% 109
2017
Q3 		$4.07M Buy
45,764
+8,076
+21% +$678K 0.16% 138
2017
Q2 		$2.96M Buy
37,688
+10,548
+39% +$814K 0.13% 187
2017
Q1 		$2.02M Buy
27,140
+7,506
+38% +$552K 0.09% 249
2016
Q4 		$1.38M Buy
19,634
+13,644
+228% +$930K 0.07% 316
2016
Q3 		$387K Sell
5,990
-522
-8% -$33.7K 0.02% 680
2016
Q2 		$407K Buy
6,512
+5,132
+372% +$314K 0.02% 629
2016
Q1 		$138K Sell
1,380
-11,396
-89% -$637K 0.02% 581
2015
Q4 		$755K Buy
+12,776
New +$747K 0.05% 375

Other funds holding ITA

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

IFP Advisors's ITA Position: Q2 2026 in Review

IFP Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 2.2% in Q2 2026, buying an estimated $541K and bringing the position to 109,759 shares worth $26.6M. The position accounts for 0.48% of the portfolio, ranked #36.

IFP Advisors first reported a position in ITA in Q4 2015 and has held it in 42 quarters since. 236 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • IFP Advisors held 109,759 shares of iShares US Aerospace & Defense ETF worth $26.6M as of Q2 2026.
  • IFP Advisors bought 2,375 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $541K.
  • iShares US Aerospace & Defense ETF made up 0.48% of IFP Advisors's portfolio in Q2 2026, its #36 holding.
  • IFP Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2015 and has held it in 42 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.