MinichMacGregor Wealth Management
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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
Q3 		$528K Sell
2,549
-66,333
-96% -$15.5M 0.09% 80
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

MinichMacGregor Wealth Management's ITA Position: Q3 2026 in Review

MinichMacGregor Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 96% in Q3 2026, selling an estimated $15.5M and leaving 2,549 shares worth $528K. The position accounts for 0.09% of the portfolio, ranked #80.

MinichMacGregor Wealth Management first reported a position in ITA in Q4 2015 and has held it in 32 quarters since. The position peaked at $28.1M in Q1 2026. 450 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • MinichMacGregor Wealth Management held 2,549 shares of iShares US Aerospace & Defense ETF worth $528K as of Q3 2026.
  • MinichMacGregor Wealth Management sold 66,333 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $15.5M.
  • iShares US Aerospace & Defense ETF made up 0.09% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #80 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2015 and has held it in 32 quarters since.
  • MinichMacGregor Wealth Management's iShares US Aerospace & Defense ETF position peaked at $28.1M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.