Independent Wealth Network’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Independent Wealth Network’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	$1.62M	Buy	6,685 +37	+0.6%	+$8.43K	0.41%	59
2026 Q1	$1.45M	Sell	6,648 -29	-0.4%	-$6.78K	0.43%	57
2025 Q4	$1.43M	Buy	6,677 +129	+2%	+$27K	0.44%	53
2025 Q3	$1.37M	Sell	6,548 -851	-12%	-$168K	0.44%	52
2025 Q2	$1.4M	Buy	7,399 +206	+3%	+$34.2K	0.51%	47
2025 Q1	$1.1M	Buy	7,193 +547	+8%	+$83.6K	0.44%	60
2024 Q4	$966K	Buy	6,646 +398	+6%	+$60K	0.39%	67
2024 Q3	$935K	Buy	6,248 +146	+2%	+$20.6K	0.41%	64
2024 Q2	$806K	Sell	6,102 -181	-3%	-$24K	0.38%	72
2024 Q1	$829K	Buy	6,283 +176	+3%	+$22.1K	0.39%	67
2023 Q4	$773K	Buy	6,107 +16	+0.3%	+$1.85K	0.41%	64
2023 Q3	$645K	Buy	6,091 +1,208	+25%	+$138K	0.4%	63
2023 Q2	$570K	Buy	4,883 +190	+4%	+$21.6K	0.34%	74
2023 Q1	$540K	Buy	4,693 +186	+4%	+$21.2K	0.35%	67
2022 Q4	$504K	Buy	4,507 +136	+3%	+$14.5K	0.34%	66
2022 Q3	$399K	Sell	4,371 -80	-2%	-$8.08K	0.31%	81
2022 Q2	$441K	Buy	4,451 +9	+0.2%	+$926	0.32%	81
2022 Q1	$492K	Sell	4,442 -15	-0.3%	-$1.59K	0.31%	88
2021 Q4	$458K	Hold	4,457	–	–	0.28%	99
2021 Q3	$470K	Buy	+4,457	New	+$473K	0.31%	98

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

Independent Wealth Network's ITA Position: Q2 2026 in Review

Independent Wealth Network increased its iShares US Aerospace & Defense ETF (ITA) stake by 0.56% in Q2 2026, buying an estimated $8.43K and bringing the position to 6,685 shares worth $1.62M. The position accounts for 0.41% of the portfolio, ranked #59.

Independent Wealth Network first reported a position in ITA in Q3 2021 and has held it in 20 quarters since. 261 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Independent Wealth Network held 6,685 shares of iShares US Aerospace & Defense ETF worth $1.62M as of Q2 2026.
Independent Wealth Network bought 37 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $8.43K.
iShares US Aerospace & Defense ETF made up 0.41% of Independent Wealth Network's portfolio in Q2 2026, its #59 holding.
Independent Wealth Network first reported a position in iShares US Aerospace & Defense ETF in Q3 2021 and has held it in 20 quarters since.
261 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.