Monument Capital Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Monument Capital 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	$5.49M	Buy	22,661 +994	+5%	+$226K	1.1%	24
2026 Q1	$4.74M	Buy	+21,667	New	+$5.07M	1.19%	24
2020 Q4	–	Sell	-18,164	Closed	-$1.44M	–	96
2020 Q3	$1.44M	Sell	18,164 -2,718	-13%	-$223K	0.76%	63
2020 Q2	$1.72M	Sell	20,882 -798	-4%	-$62.9K	1.01%	53
2020 Q1	$1.56M	Buy	21,680 +972	+5%	+$99.5K	1.12%	51
2019 Q4	$2.3M	Sell	20,708 -178	-0.9%	-$20K	1.17%	43
2019 Q3	$2.35M	Buy	20,886 +156	+0.8%	+$17.1K	1.27%	33
2019 Q2	$2.2M	Sell	20,730 -302	-1%	-$31.3K	1.19%	39
2019 Q1	$2.1M	Sell	21,032 -330	-2%	-$32.3K	1.19%	40
2018 Q4	$1.85M	Buy	21,362 +66	+0.3%	+$6.36K	1.15%	43
2018 Q3	$2.31M	Buy	21,296 +2,088	+11%	+$215K	1.3%	33
2018 Q2	$1.85M	Sell	19,208 -36,884	-66%	-$3.65M	1.28%	35
2018 Q1	$5.47M	Sell	56,092 -366	-0.6%	-$36.3K	3.74%	3
2017 Q4	$5.31M	Buy	+56,458	New	+$5.16M	3.75%	3

Other funds holding ITA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Monument Capital Management's ITA Position: Q2 2026 in Review

Monument Capital Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 4.6% in Q2 2026, buying an estimated $226K and bringing the position to 22,661 shares worth $5.49M. The position accounts for 1.1% of the portfolio, ranked #24.

Monument Capital Management first reported a position in ITA in Q4 2017 and has held it in 14 quarters since. 494 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Monument Capital Management held 22,661 shares of iShares US Aerospace & Defense ETF worth $5.49M as of Q2 2026.
Monument Capital Management bought 994 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $226K.
iShares US Aerospace & Defense ETF made up 1.1% of Monument Capital Management's portfolio in Q2 2026, its #24 holding.
Monument Capital Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and has held it in 14 quarters since.
494 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.