LWA
ITA icon

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

Lineweaver 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 		$6.25M Buy
25,782
+766
+3% +$174K 0.74% 30
2026
Q1 		$5.47M Sell
25,016
-113
-0.4% -$26.4K 0.74% 32
2025
Q4 		$5.39M Buy
25,129
+466
+2% +$97.6K 0.73% 31
2025
Q3 		$5.16M Buy
+24,663
New +$4.86M 0.76% 32

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
IA
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
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
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Lineweaver Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 3.1% in Q2 2026, buying an estimated $174K and bringing the position to 25,782 shares worth $6.25M. The position accounts for 0.74% of the portfolio, ranked #30.

Lineweaver Wealth Advisors first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Lineweaver Wealth Advisors held 25,782 shares of iShares US Aerospace & Defense ETF worth $6.25M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 766 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $174K.
  • iShares US Aerospace & Defense ETF made up 0.74% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Lineweaver Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 237 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.