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

Larson 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 		$17.7K Sell
73
-38
-34% -$8.65K ﹤0.01% 2071
2026
Q1 		$24.3K Buy
111
+103
+1,288% +$24.1K ﹤0.01% 1741
2025
Q4 		$1.72K Hold
8
– – ﹤0.01% 2815
2025
Q3 		$1.67K Sell
8
-203
-96% -$40K ﹤0.01% 2774
2025
Q2 		$39.8K Buy
211
+203
+2,538% +$33.7K ﹤0.01% 1162
2025
Q1 		$1.23K Hold
8
– – ﹤0.01% 2324
2024
Q4 		$1.16K Hold
8
– – ﹤0.01% 2003
2024
Q3 		$1.2K Hold
8
– – ﹤0.01% 1954
2024
Q2 		$1.06K Sell
8
-6
-43% -$796 ﹤0.01% 1699
2024
Q1 		$1.85K Buy
14
+6
+75% +$753 ﹤0.01% 1369
2023
Q4 		$1.01K Buy
+8
New +$924 ﹤0.01% 1467

Other funds holding ITA

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

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

Larson Financial Group reduced its iShares US Aerospace & Defense ETF (ITA) stake by 34% in Q2 2026, selling an estimated $8.65K and leaving 73 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Larson Financial Group first reported a position in ITA in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.8K in Q2 2025. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Larson Financial Group held 73 shares of iShares US Aerospace & Defense ETF worth $17.7K as of Q2 2026.
  • Larson Financial Group sold 38 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $8.65K.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2071 holding.
  • Larson Financial Group first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
  • Larson Financial Group's iShares US Aerospace & Defense ETF position peaked at $39.8K in Q2 2025.
  • 1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.