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Milestone Asset Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Milestone Asset 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 		$692K Buy
2,853
+796
+39% +$181K 0.11% 163
2026
Q1 		$450K Sell
2,057
-1,543
-43% -$361K 0.08% 171
2025
Q4 		$773K Buy
3,600
+1,204
+50% +$252K 0.15% 124
2025
Q3 		$501K Sell
2,396
-977
-29% -$192K 0.09% 147
2025
Q2 		$636K Sell
3,373
-571
-14% -$94.8K 0.13% 121
2025
Q1 		$604K Buy
3,944
+73
+2% +$11.2K 0.13% 123
2024
Q4 		$563K Sell
3,871
-1,118
-22% -$168K 0.12% 147
2024
Q3 		$747K Sell
4,989
-87
-2% -$12.3K 0.17% 108
2024
Q2 		$670K Sell
5,076
-1,261
-20% -$167K 0.17% 113
2024
Q1 		$836K Buy
6,337
+4,375
+223% +$549K 0.24% 82
2023
Q4 		$248K Hold
1,962
– – 0.08% 67
2023
Q3 		$206K Buy
+1,962
New +$224K 0.07% 81

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

Milestone Asset Management's ITA Position: Q2 2026 in Review

Milestone Asset Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 39% in Q2 2026, buying an estimated $181K and bringing the position to 2,853 shares worth $692K. The position accounts for 0.11% of the portfolio, ranked #163.

Milestone Asset Management first reported a position in ITA in Q3 2023 and has held it in 12 quarters since. The position peaked at $836K in Q1 2024. 278 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Milestone Asset Management held 2,853 shares of iShares US Aerospace & Defense ETF worth $692K as of Q2 2026.
  • Milestone Asset Management bought 796 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $181K.
  • iShares US Aerospace & Defense ETF made up 0.11% of Milestone Asset Management's portfolio in Q2 2026, its #163 holding.
  • Milestone Asset Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 12 quarters since.
  • Milestone Asset Management's iShares US Aerospace & Defense ETF position peaked at $836K in Q1 2024.
  • 278 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.