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Independent Financial Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Independent Financial Group’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 		$13.8M Buy
56,892
+948
+2% +$216K 0.26% 70
2026
Q1 		$12.2M Buy
55,944
+1,078
+2% +$252K 0.27% 65
2025
Q4 		$11.8M Buy
54,866
+1,882
+4% +$394K 0.26% 67
2025
Q3 		$11.1M Buy
52,984
+6,181
+13% +$1.22M 0.27% 69
2025
Q2 		$8.83M Sell
46,803
-4,593
-9% -$763K 0.24% 72
2025
Q1 		$7.87M Sell
51,396
-22,641
-31% -$3.46M 0.27% 66
2024
Q4 		$10.8M Buy
74,037
+2,496
+3% +$376K 0.36% 45
2024
Q3 		$10.7M Buy
71,541
+16,201
+29% +$2.28M 0.39% 38
2024
Q2 		$7.31M Buy
55,340
+998
+2% +$132K 0.29% 62
2024
Q1 		$7.17M Sell
54,342
-1,561
-3% -$196K 0.33% 61
2023
Q4 		$7.08M Sell
55,903
-865
-2% -$99.9K 0.38% 42
2023
Q3 		$6.02M Sell
56,768
-1,933
-3% -$220K 0.39% 41
2023
Q2 		$6.85M Buy
58,701
+12,626
+27% +$1.44M 0.47% 29
2023
Q1 		$5.3M Buy
46,075
+9,463
+26% +$1.08M 0.42% 42
2022
Q4 		$4.1M Sell
36,612
-6,277
-15% -$668K 0.35% 49
2022
Q3 		$3.91M Sell
42,889
-316
-0.7% -$31.9K 0.35% 47
2022
Q2 		$4.28M Buy
43,205
+2,443
+6% +$251K 0.46% 34
2022
Q1 		$4.52M Sell
40,762
-1,714
-4% -$182K 0.37% 43
2021
Q4 		$4.37M Sell
42,476
-5,873
-12% -$612K 0.36% 44
2021
Q3 		$5.04M Buy
48,349
+4,639
+11% +$492K 0.52% 32
2021
Q2 		$4.79M Sell
43,710
-2,735
-6% -$294K 0.51% 31
2021
Q1 		$4.84M Sell
46,445
-2,511
-5% -$245K 0.63% 24
2020
Q4 		$4.64M Sell
48,956
-1,380
-3% -$121K 0.68% 20
2020
Q3 		$3.99M Sell
50,336
-2,452
-5% -$201K 0.75% 21
2020
Q2 		$4.35M Buy
52,788
+876
+2% +$69.1K 0.96% 11
2020
Q1 		$3.73M Buy
+51,912
New +$5.31M 1.1% 13

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Independent Financial Group's ITA Position: Q2 2026 in Review

Independent Financial Group increased its iShares US Aerospace & Defense ETF (ITA) stake by 1.7% in Q2 2026, buying an estimated $216K and bringing the position to 56,892 shares worth $13.8M. The position accounts for 0.26% of the portfolio, ranked #70.

Independent Financial Group first reported a position in ITA in Q1 2020 and has held it in 26 quarters since. 995 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Independent Financial Group held 56,892 shares of iShares US Aerospace & Defense ETF worth $13.8M as of Q2 2026.
  • Independent Financial Group bought 948 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $216K.
  • iShares US Aerospace & Defense ETF made up 0.26% of Independent Financial Group's portfolio in Q2 2026, its #70 holding.
  • Independent Financial Group first reported a position in iShares US Aerospace & Defense ETF in Q1 2020 and has held it in 26 quarters since.
  • 995 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.