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 Q3	$560K	Sell	8,112 -8,901	-52%	-$692K	0.38%	71
2026 Q2	$1.37M	Sell	17,013 -2,412	-12%	-$183K	0.94%	35
2026 Q1	$1.42M	Sell	19,425 -5,634	-22%	-$439K	1.13%	30
2025 Q4	$1.79M	Buy	25,059 +1,338	+6%	+$93.4K	1.38%	28
2025 Q3	$1.65M	Buy	+23,721	New	+$1.56M	1.34%	32

Other funds holding ITA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Midwest Financial Network's ITA Position: Q3 2026 in Review

Midwest Financial Network reduced its iShares US Aerospace & Defense ETF (ITA) stake by 52% in Q3 2026, selling an estimated $692K and leaving 8,112 shares worth $560K. The position accounts for 0.38% of the portfolio, ranked #71.

Midwest Financial Network first reported a position in ITA in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.79M in Q4 2025. 705 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Midwest Financial Network held 8,112 shares of iShares US Aerospace & Defense ETF worth $560K as of Q3 2026.
Midwest Financial Network sold 8,901 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $692K.
iShares US Aerospace & Defense ETF made up 0.38% of Midwest Financial Network's portfolio in Q3 2026, its #71 holding.
Midwest Financial Network first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 5 quarters since.
Midwest Financial Network's iShares US Aerospace & Defense ETF position peaked at $1.79M in Q4 2025.
705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.