McClarren Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

McClarren Financial 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	$200K	Buy	+827	New	+$188K	0.1%	85
2025 Q1	–	Sell	-820	Closed	-$119K	–	324
2024 Q4	$119K	Buy	+820	New	+$124K	0.33%	49
2024 Q3	–	Sell	-264	Closed	-$107K	–	295
2024 Q2	$107K	Buy	+264	New	+$35K	0.07%	104
2024 Q1	–	Sell	-814	Closed	-$103K	–	392
2023 Q4	$103K	Buy	814 +5	+0.6%	+$577	0.08%	107
2023 Q3	$85K	Hold	809	–	–	0.07%	113
2023 Q2	$94K	Buy	809 +3	+0.4%	+$341	0.08%	108
2023 Q1	$92K	Buy	806 +1	+0.1%	+$114	0.08%	106
2022 Q4	$90K	Buy	805 +2	+0.2%	+$213	0.09%	109
2022 Q3	$73K	Buy	+803	New	+$81.1K	0.07%	105
2021 Q2	–	Sell	-37	Closed	-$4K	–	324
2021 Q1	$4K	Hold	37	–	–	﹤0.01%	223
2020 Q4	$3K	Buy	+37	New	+$3.25K	﹤0.01%	196

Other funds holding ITA

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

McClarren Financial Advisors's ITA Position: Q2 2026 in Review

McClarren Financial Advisors opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 827 shares worth $200K. The stake represents 0.1% of the portfolio and ranks #85 among its holdings. This is a return to the name: McClarren Financial Advisors previously reported a position in ITA as recently as Q4 2024.

McClarren Financial Advisors first reported a position in ITA in Q4 2020 and has held it in 11 quarters since. 245 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

McClarren Financial Advisors held 827 shares of iShares US Aerospace & Defense ETF worth $200K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new McClarren Financial Advisors position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.1% of McClarren Financial Advisors's portfolio in Q2 2026, its #85 holding.
McClarren Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 11 quarters since.
245 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.