MLL
ITA icon

Moody Lynn & Lieberson’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Moody Lynn & Lieberson’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 		– Sell
-19,054
Closed -$4.17M – 272
2026
Q1 		$4.17M Sell
19,054
-993
-5% -$232K 0.23% 58
2025
Q4 		$4.3M Sell
20,047
-3,780
-16% -$791K 0.23% 60
2025
Q3 		$4.99M Buy
23,827
+7,330
+44% +$1.44M 0.27% 56
2025
Q2 		$3.11M Buy
+16,497
New +$2.74M 0.18% 78

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
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

Moody Lynn & Lieberson's ITA Position: Q2 2026 in Review

Moody Lynn & Lieberson sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 19,054 shares — an estimated $4.17M sold.

Moody Lynn & Lieberson first reported a position in ITA in Q2 2025 and held it in 4 quarters. The position peaked at $4.99M in Q3 2025. 237 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Moody Lynn & Lieberson reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 19,054 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $4.17M.
  • Moody Lynn & Lieberson first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and held it in 4 quarters.
  • Moody Lynn & Lieberson's iShares US Aerospace & Defense ETF position peaked at $4.99M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.