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

Ironwood Financial’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	$353K	Buy	1,503 +98	+7%	+$22.3K	0.06%	138
2026 Q1	$307K	Sell	1,405 -91	-6%	-$21.3K	0.05%	136
2025 Q4	$354K	Buy	1,496 +6	+0.4%	+$1.26K	0.06%	131
2025 Q3	$312K	Buy	+1,490	New	+$293K	0.06%	142
2021 Q4	–	Sell	-241	Closed	-$25K	–	329
2021 Q3	$25K	Buy	241 +1	+0.4%	+$106	0.01%	260
2021 Q2	$26K	Sell	240 -10	-4%	-$1.08K	0.01%	250
2021 Q1	$26K	Hold	250	–	–	0.01%	233
2020 Q4	$24K	Buy	250 +190	+317%	+$16.7K	0.01%	229
2020 Q3	$5K	Hold	60	–	–	﹤0.01%	327
2020 Q2	$5K	Buy	60 +2	+3%	+$158	﹤0.01%	310
2020 Q1	$4K	Sell	58 -2	-3%	-$205	﹤0.01%	286
2019 Q4	$7K	Buy	60 +2	+3%	+$225	﹤0.01%	292
2019 Q3	$7K	Hold	58	–	–	﹤0.01%	296
2019 Q2	$6K	Hold	58	–	–	﹤0.01%	309
2019 Q1	$6K	Hold	58	–	–	﹤0.01%	300
2018 Q4	$5K	Sell	58 -200	-78%	-$19.3K	﹤0.01%	299
2018 Q3	$28K	Buy	258 +200	+345%	+$20.6K	0.01%	163
2018 Q2	$6K	Hold	58	–	–	﹤0.01%	225
2018 Q1	$6K	Buy	+58	New	+$5.75K	0.01%	198

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

Ironwood Financial's ITA Position: Q2 2026 in Review

Ironwood Financial increased its iShares US Aerospace & Defense ETF (ITA) stake by 7% in Q2 2026, buying an estimated $22.3K and bringing the position to 1,503 shares worth $353K. The position accounts for 0.06% of the portfolio, ranked #138.

Ironwood Financial first reported a position in ITA in Q1 2018 and has held it in 19 quarters since. The position peaked at $354K in Q4 2025. 300 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Ironwood Financial held 1,503 shares of iShares US Aerospace & Defense ETF worth $353K as of Q2 2026.
Ironwood Financial bought 98 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $22.3K.
iShares US Aerospace & Defense ETF made up 0.06% of Ironwood Financial's portfolio in Q2 2026, its #138 holding.
Ironwood Financial first reported a position in iShares US Aerospace & Defense ETF in Q1 2018 and has held it in 19 quarters since.
Ironwood Financial's iShares US Aerospace & Defense ETF position peaked at $354K in Q4 2025.
300 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.