MFN
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Midwest Financial Network’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Midwest Financial Network’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 		$1.37M Sell
5,671
-804
-12% -$183K 0.94% 35
2026
Q1 		$1.42M Sell
6,475
-1,878
-22% -$439K 1.13% 30
2025
Q4 		$1.79M Buy
8,353
+446
+6% +$93.4K 1.38% 28
2025
Q3 		$1.65M Buy
+7,907
New +$1.56M 1.34% 32

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

Midwest Financial Network's ITA Position: Q2 2026 in Review

Midwest Financial Network reduced its iShares US Aerospace & Defense ETF (ITA) stake by 12% in Q2 2026, selling an estimated $183K and leaving 5,671 shares worth $1.37M. The position accounts for 0.94% of the portfolio, ranked #35.

Midwest Financial Network first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.79M in Q4 2025. 340 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Midwest Financial Network held 5,671 shares of iShares US Aerospace & Defense ETF worth $1.37M as of Q2 2026.
  • Midwest Financial Network sold 804 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $183K.
  • iShares US Aerospace & Defense ETF made up 0.94% of Midwest Financial Network's portfolio in Q2 2026, its #35 holding.
  • Midwest Financial Network first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • Midwest Financial Network's iShares US Aerospace & Defense ETF position peaked at $1.79M in Q4 2025.
  • 340 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.