Mission Hills Financial Advisory’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Mission Hills Financial Advisory’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	$849K	Hold	3,503	–	–	0.37%	39
2026 Q1	$766K	Sell	3,503 -3	-0.1%	-$702	0.39%	27
2025 Q4	$753K	Sell	3,506 -174	-5%	-$36.4K	0.4%	25
2025 Q3	$770K	Sell	3,680 -10	-0.3%	-$1.97K	0.41%	25
2025 Q2	$696K	Sell	3,690 -87	-2%	-$14.4K	0.43%	23
2025 Q1	$578K	Sell	3,777 -68	-2%	-$10.4K	0.4%	25
2024 Q4	$559K	Buy	3,845 +25	+0.7%	+$3.77K	0.43%	26
2024 Q3	$574K	Buy	+3,820	New	+$539K	0.49%	26

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mission Hills Financial Advisory's ITA Position: Q2 2026 in Review

Mission Hills Financial Advisory held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 3,503 shares worth $849K. The position accounts for 0.37% of the portfolio, ranked #39.

Mission Hills Financial Advisory first reported a position in ITA in Q3 2024 and has held it in 8 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Mission Hills Financial Advisory held 3,503 shares of iShares US Aerospace & Defense ETF worth $849K as of Q2 2026.
Mission Hills Financial Advisory left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.37% of Mission Hills Financial Advisory's portfolio in Q2 2026, its #39 holding.
Mission Hills Financial Advisory first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Mission Hills Financial Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.