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

Moulton 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	$1.52M	Buy	6,236 +1,106	+22%	+$252K	1%	21
2026 Q1	$1.14M	Sell	5,130 -4,447	-46%	-$1.04M	0.78%	32
2025 Q4	$2.13M	Sell	9,577 -632	-6%	-$132K	2.02%	14
2025 Q3	$2.14M	Sell	10,209 -8,838	-46%	-$1.74M	1.55%	17
2025 Q2	$3.56M	Buy	+19,047	New	+$3.16M	2.69%	11
2023 Q3	–	Sell	-9,005	Closed	-$1.05M	–	19
2023 Q2	$1.05M	Sell	9,005 -83	-0.9%	-$9.44K	1.86%	10
2023 Q1	$1.05M	Buy	+9,088	New	+$1.03M	2.31%	8

Other funds holding ITA

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

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

Moulton Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 22% in Q2 2026, buying an estimated $252K and bringing the position to 6,236 shares worth $1.52M. The position accounts for 1% of the portfolio, ranked #21.

Moulton Wealth Management first reported a position in ITA in Q1 2023 and has held it in 7 quarters since. The position peaked at $3.56M in Q2 2025. 200 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Moulton Wealth Management held 6,236 shares of iShares US Aerospace & Defense ETF worth $1.52M as of Q2 2026.
Moulton Wealth Management bought 1,106 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $252K.
iShares US Aerospace & Defense ETF made up 1% of Moulton Wealth Management's portfolio in Q2 2026, its #21 holding.
Moulton Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and has held it in 7 quarters since.
Moulton Wealth Management's iShares US Aerospace & Defense ETF position peaked at $3.56M in Q2 2025.
200 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.