Mesirow Financial Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Mesirow Financial Investment 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	$386K	Buy	1,590 +25	+2%	+$5.69K	0.01%	401
2026 Q1	$342K	Hold	1,565	–	–	0.01%	403
2025 Q4	$336K	Hold	1,565	–	–	0.01%	382
2025 Q3	$328K	Buy	1,565 +75	+5%	+$14.8K	0.01%	440
2025 Q2	$281K	Hold	1,490	–	–	0.01%	448
2025 Q1	$228K	Hold	1,490	–	–	﹤0.01%	514
2024 Q4	$217K	Hold	1,490	–	–	﹤0.01%	536
2024 Q3	$223K	Buy	+1,490	New	+$210K	﹤0.01%	530

Other funds holding ITA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Mesirow Financial Investment Management's ITA Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 1.6% in Q2 2026, buying an estimated $5.69K and bringing the position to 1,590 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #401.

Mesirow Financial Investment Management first reported a position in ITA in Q3 2024 and has held it in 8 quarters since. 529 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Mesirow Financial Investment Management held 1,590 shares of iShares US Aerospace & Defense ETF worth $386K as of Q2 2026.
Mesirow Financial Investment Management bought 25 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $5.69K.
iShares US Aerospace & Defense ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #401 holding.
Mesirow Financial Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
529 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.