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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
Q2 		$3.7M Sell
15,251
-301
-2% -$68.5K 0.63% 35
2026
Q1 		$3.4M Buy
15,552
+287
+2% +$67.1K 0.67% 31
2025
Q4 		$3.28M Buy
15,265
+666
+5% +$139K 0.69% 31
2025
Q3 		$3.05M Sell
14,599
-306
-2% -$60.3K 0.67% 33
2025
Q2 		$2.81M Sell
14,905
-1,168
-7% -$194K 0.66% 34
2025
Q1 		$2.46M Sell
16,073
-202
-1% -$30.9K 0.61% 30
2024
Q4 		$2.37M Buy
16,275
+1,151
+8% +$173K 0.61% 31
2024
Q3 		$2.26M Sell
15,124
-1,021
-6% -$144K 0.49% 38
2024
Q2 		$2.13M Buy
16,145
+114
+0.7% +$15.1K 0.47% 41
2024
Q1 		$2.11M Buy
16,031
+168
+1% +$21.1K 0.56% 34
2023
Q4 		$2.01M Buy
15,863
+574
+4% +$66.3K 0.56% 33
2023
Q3 		$1.62M Buy
15,289
+531
+4% +$60.6K 0.5% 33
2023
Q2 		$1.72M Buy
14,758
+449
+3% +$51.1K 0.54% 30
2023
Q1 		$1.65M Buy
14,309
+321
+2% +$36.5K 0.54% 29
2022
Q4 		$1.56M Buy
+13,988
New +$1.49M 0.57% 29

Other funds holding ITA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

MFA Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 1.9% in Q2 2026, selling an estimated $68.5K and leaving 15,251 shares worth $3.7M. The position accounts for 0.63% of the portfolio, ranked #35.

MFA Wealth Advisors first reported a position in ITA in Q4 2022 and has held it in 15 quarters since. 468 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • MFA Wealth Advisors held 15,251 shares of iShares US Aerospace & Defense ETF worth $3.7M as of Q2 2026.
  • MFA Wealth Advisors sold 301 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $68.5K.
  • iShares US Aerospace & Defense ETF made up 0.63% of MFA Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • MFA Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 15 quarters since.
  • 468 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

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