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

MFA 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
Q3 		$3.12M Sell
45,186
-567
-1% -$44.1K 0.53% 39
2026
Q2 		$3.7M Sell
45,753
-903
-2% -$68.5K 0.63% 35
2026
Q1 		$3.4M Buy
46,656
+861
+2% +$67.1K 0.67% 31
2025
Q4 		$3.28M Buy
45,795
+1,998
+5% +$139K 0.69% 31
2025
Q3 		$3.05M Sell
43,797
-918
-2% -$60.3K 0.67% 33
2025
Q2 		$2.81M Sell
44,715
-3,504
-7% -$194K 0.66% 34
2025
Q1 		$2.46M Sell
48,219
-606
-1% -$30.9K 0.61% 30
2024
Q4 		$2.37M Buy
48,825
+3,453
+8% +$173K 0.61% 31
2024
Q3 		$2.26M Sell
45,372
-3,063
-6% -$144K 0.49% 38
2024
Q2 		$2.13M Buy
48,435
+342
+0.7% +$15.1K 0.47% 41
2024
Q1 		$2.11M Buy
48,093
+504
+1% +$21.1K 0.56% 34
2023
Q4 		$2.01M Buy
47,589
+1,722
+4% +$66.3K 0.56% 33
2023
Q3 		$1.62M Buy
45,867
+1,593
+4% +$60.6K 0.5% 33
2023
Q2 		$1.72M Buy
44,274
+1,347
+3% +$51.1K 0.54% 30
2023
Q1 		$1.65M Buy
42,927
+963
+2% +$36.5K 0.54% 29
2022
Q4 		$1.56M Buy
+41,964
New +$1.49M 0.57% 29

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

MFA Wealth Advisors's ITA Position: Q3 2026 in Review

MFA Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 1.2% in Q3 2026, selling an estimated $44.1K and leaving 45,186 shares worth $3.12M. The position accounts for 0.53% of the portfolio, ranked #39.

MFA Wealth Advisors first reported a position in ITA in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.7M in Q2 2026. 641 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • MFA Wealth Advisors held 45,186 shares of iShares US Aerospace & Defense ETF worth $3.12M as of Q3 2026.
  • MFA Wealth Advisors sold 567 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $44.1K.
  • iShares US Aerospace & Defense ETF made up 0.53% of MFA Wealth Advisors's portfolio in Q3 2026, its #39 holding.
  • MFA Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 16 quarters since.
  • MFA Wealth Advisors's iShares US Aerospace & Defense ETF position peaked at $3.7M in Q2 2026.
  • 641 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.