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MinichMacGregor Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

MinichMacGregor Wealth 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 		$16.7M Sell
68,882
-59,686
-46% -$13.6M 2.53% 10
2026
Q1 		$28.1M Buy
128,568
+23,723
+23% +$5.55M 4.96% 2
2025
Q4 		$22.5M Sell
104,845
-365
-0.3% -$76.4K 4.08% 2
2025
Q3 		$22M Buy
105,210
+20,823
+25% +$4.1M 4.29% 2
2025
Q2 		$15.9M Buy
84,387
+1,131
+1% +$188K 3.4% 6
2025
Q1 		$12.7M Buy
83,256
+8,441
+11% +$1.29M 2.86% 9
2024
Q4 		$10.9M Sell
74,815
-648
-0.9% -$97.6K 2.26% 14
2024
Q3 		$11.3M Sell
75,463
-2,126
-3% -$300K 2.42% 10
2024
Q2 		$10.2M Sell
77,589
-2,496
-3% -$331K 2.5% 13
2024
Q1 		$10.5M Sell
80,085
-1,572
-2% -$197K 2.68% 9
2023
Q4 		$10.3M Sell
81,657
-5,100
-6% -$589K 2.99% 7
2023
Q3 		$9.19M Sell
86,757
-968
-1% -$110K 3.05% 8
2023
Q2 		$10.2M Buy
87,725
+67
+0.1% +$7.62K 3.2% 8
2023
Q1 		$10.1M Buy
87,658
+87,075
+14,936% +$9.9M 3.34% 7
2022
Q4 		$65.2K Buy
+583
New +$62.1K 0.02% 163
2020
Q1 		– Sell
-49,380
Closed -$5.48M – 97
2019
Q4 		$5.48M Buy
49,380
+990
+2% +$111K 3.05% 14
2019
Q3 		$5.44M Sell
48,390
-20,224
-29% -$2.21M 3.68% 10
2019
Q2 		$7.28M Buy
68,614
+542
+0.8% +$56.1K 5.09% 8
2019
Q1 		$6.95M Buy
+68,072
New +$6.65M 5.22% 6
2018
Q4 		– Sell
-62,464
Closed -$6.78M – 290
2018
Q3 		$6.78M Buy
62,464
+5,820
+10% +$599K 4.47% 5
2018
Q2 		$5.46M Buy
56,644
+2,176
+4% +$216K 3.89% 8
2018
Q1 		$5.39M Sell
54,468
-2,198
-4% -$218K 4.2% 5
2017
Q4 		$5.33M Sell
56,666
-2,322
-4% -$212K 4.16% 5
2017
Q3 		$5.25M Buy
58,988
+2,174
+4% +$182K 4.35% 6
2017
Q2 		$4.47M Buy
56,814
+2,442
+4% +$188K 3.88% 9
2017
Q1 		$4.04M Buy
54,372
+1,016
+2% +$74.7K 3.64% 9
2016
Q4 		$3.75M Buy
53,356
+3,202
+6% +$218K 3.51% 7
2016
Q3 		$3.24M Sell
50,154
-50
-0.1% -$3.23K 3.04% 9
2016
Q2 		$3.14M Buy
50,204
+250
+0.5% +$15.3K 2.96% 9
2016
Q1 		$2.92M Sell
49,954
-3,260
-6% -$182K 2.82% 9
2015
Q4 		$3.23M Buy
+53,214
New +$3.11M 3.01% 14

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
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

MinichMacGregor Wealth Management's ITA Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 46% in Q2 2026, selling an estimated $13.6M and leaving 68,882 shares worth $16.7M. The position accounts for 2.53% of the portfolio, ranked #10.

MinichMacGregor Wealth Management first reported a position in ITA in Q4 2015 and has held it in 31 quarters since. The position peaked at $28.1M in Q1 2026. 236 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • MinichMacGregor Wealth Management held 68,882 shares of iShares US Aerospace & Defense ETF worth $16.7M as of Q2 2026.
  • MinichMacGregor Wealth Management sold 59,686 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $13.6M.
  • iShares US Aerospace & Defense ETF made up 2.53% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #10 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2015 and has held it in 31 quarters since.
  • MinichMacGregor Wealth Management's iShares US Aerospace & Defense ETF position peaked at $28.1M in Q1 2026.
  • 236 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.