MCIA
ITA icon

Mountain Capital Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Mountain Capital Investment Advisors’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 		$315K Sell
1,298
-97
-7% -$22.1K 0.04% 62
2026
Q1 		$301K Buy
1,395
+195
+16% +$45.6K 0.04% 61
2025
Q4 		$282K Buy
+1,200
New +$251K 0.05% 64

Other funds holding ITA

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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
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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Mountain Capital Investment Advisors's ITA Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 7% in Q2 2026, selling an estimated $22.1K and leaving 1,298 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #62.

Mountain Capital Investment Advisors first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,298 shares of iShares US Aerospace & Defense ETF worth $315K as of Q2 2026.
  • Mountain Capital Investment Advisors sold 97 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $22.1K.
  • iShares US Aerospace & Defense ETF made up 0.04% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • Mountain Capital Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.