MWM
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Maltin Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Maltin Wealth Management’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 		$256K Sell
1,054
-8
-0.8% -$1.82K 0.09% 129
2026
Q1 		$232K Buy
1,062
+29
+3% +$6.78K 0.09% 125
2025
Q4 		$222K Hold
1,033
– – 0.09% 125
2025
Q3 		$216K Buy
+1,033
New +$203K 0.09% 126
2020
Q1 		– Sell
-880
Closed -$98K – 98
2019
Q4 		$98K Buy
+880
New +$98.8K 0.06% 86

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
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

Maltin Wealth Management's ITA Position: Q2 2026 in Review

Maltin Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 0.75% in Q2 2026, selling an estimated $1.82K and leaving 1,054 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #129.

Maltin Wealth Management first reported a position in ITA in Q4 2019 and has held it in 5 quarters since. 288 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Maltin Wealth Management held 1,054 shares of iShares US Aerospace & Defense ETF worth $256K as of Q2 2026.
  • Maltin Wealth Management sold 8 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $1.82K.
  • iShares US Aerospace & Defense ETF made up 0.09% of Maltin Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Maltin Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 5 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.