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

JFS Wealth 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	$107K	Sell	441 -151	-26%	-$34.4K	0.01%	419
2026 Q1	$130K	Sell	592 -2,631	-82%	-$616K	0.01%	387
2025 Q4	$692K	Buy	3,223 +50	+2%	+$10.5K	0.04%	196
2025 Q3	$664K	Buy	3,173 +3,156	+18,565%	+$622K	0.04%	195
2025 Q2	$3.21K	Buy	+17	New	+$2.82K	﹤0.01%	1248
2023 Q2	–	Sell	-20	Closed	-$2.31K	–	2001
2023 Q1	$2.31K	Buy	+20	New	+$2.27K	﹤0.01%	1303

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

JFS Wealth Advisors's ITA Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 26% in Q2 2026, selling an estimated $34.4K and leaving 441 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #419.

JFS Wealth Advisors first reported a position in ITA in Q1 2023 and has held it in 6 quarters since. The position peaked at $692K in Q4 2025. 300 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

JFS Wealth Advisors held 441 shares of iShares US Aerospace & Defense ETF worth $107K as of Q2 2026.
JFS Wealth Advisors sold 151 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $34.4K.
iShares US Aerospace & Defense ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #419 holding.
JFS Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and has held it in 6 quarters since.
JFS Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $692K in Q4 2025.
300 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.