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

Kingswood 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	$1.36M	Sell	5,609 -579	-9%	-$132K	0.05%	339
2026 Q1	$1.35M	Sell	6,188 -1,044	-14%	-$244K	0.06%	307
2025 Q4	$1.55M	Buy	7,232 +770	+12%	+$161K	0.08%	260
2025 Q3	$1.35M	Buy	6,462 +1,300	+25%	+$256K	0.08%	254
2025 Q2	$974K	Buy	5,162 +1,210	+31%	+$201K	0.08%	266
2025 Q1	$605K	Sell	3,952 -2,854	-42%	-$436K	0.06%	350
2024 Q4	$989K	Buy	6,806 +2,923	+75%	+$440K	0.07%	272
2024 Q3	$581K	Sell	3,883 -198	-5%	-$27.9K	0.04%	421
2024 Q2	$539K	Buy	4,081 +1,442	+55%	+$191K	0.05%	366
2024 Q1	$348K	Buy	2,639 +734	+39%	+$92.1K	0.04%	438
2023 Q4	$241K	Sell	1,905 -225	-11%	-$26K	0.03%	531
2023 Q3	$226K	Buy	+2,130	New	+$243K	0.04%	367

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Kingswood Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 9.4% in Q2 2026, selling an estimated $132K and leaving 5,609 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #339.

Kingswood Wealth Advisors first reported a position in ITA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q4 2025. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Kingswood Wealth Advisors held 5,609 shares of iShares US Aerospace & Defense ETF worth $1.36M as of Q2 2026.
Kingswood Wealth Advisors sold 579 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $132K.
iShares US Aerospace & Defense ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #339 holding.
Kingswood Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 12 quarters since.
Kingswood Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $1.55M in Q4 2025.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.