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

LiftPoint Family 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	$1.08M	Buy	4,472 +163	+4%	+$37.1K	0.73%	25
2026 Q1	$943K	Sell	4,309 -5,729	-57%	-$1.34M	0.78%	24
2025 Q4	$2.16M	Buy	+10,038	New	+$2.1M	1.84%	15

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

LiftPoint Family Wealth Advisors's ITA Position: Q2 2026 in Review

LiftPoint Family Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 3.8% in Q2 2026, buying an estimated $37.1K and bringing the position to 4,472 shares worth $1.08M. The position accounts for 0.73% of the portfolio, ranked #25.

LiftPoint Family Wealth Advisors first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.16M in Q4 2025. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

LiftPoint Family Wealth Advisors held 4,472 shares of iShares US Aerospace & Defense ETF worth $1.08M as of Q2 2026.
LiftPoint Family Wealth Advisors bought 163 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $37.1K.
iShares US Aerospace & Defense ETF made up 0.73% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #25 holding.
LiftPoint Family Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
LiftPoint Family Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $2.16M in Q4 2025.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.