MRA Advisory Group
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MRA Advisory Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

MRA Advisory Group’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
Q3 		$7.07M Sell
102,327
-11,541
-10% -$897K 2.64% 11
2026
Q2 		$9.2M Buy
113,868
+1,089
+1% +$82.7K 3.34% 8
2026
Q1 		$8.22M Sell
112,779
-120
-0.1% -$9.36K 3.35% 7
2025
Q4 		$8.08M Buy
112,899
+6,882
+6% +$480K 3.39% 10
2025
Q3 		$7.4M Buy
106,017
+3,135
+3% +$206K 3.23% 10
2025
Q2 		$6.47M Sell
102,882
-27
-0% -$1.49K 3.03% 10
2025
Q1 		$5.25M Buy
102,909
+6,066
+6% +$309K 2.8% 9
2024
Q4 		$4.69M Sell
96,843
-4,989
-5% -$251K 2.49% 11
2024
Q3 		$5.08M Sell
101,832
-1,674
-2% -$78.7K 2.78% 12
2024
Q2 		$4.56M Sell
103,506
-2,277
-2% -$101K 2.61% 12
2024
Q1 		$4.65M Buy
105,783
+2,907
+3% +$122K 2.78% 13
2023
Q4 		$4.34M Buy
102,876
+22,668
+28% +$873K 2.86% 14
2023
Q3 		$2.83M Buy
80,208
+4,524
+6% +$172K 2.02% 20
2023
Q2 		$2.94M Sell
75,684
-17,094
-18% -$648K 2.03% 20
2023
Q1 		$3.56M Sell
92,778
-6,459
-7% -$245K 2.57% 16
2022
Q4 		$3.7M Buy
99,237
+60
+0.1% +$2.13K 2.91% 14
2022
Q3 		$3.18M Buy
99,177
+12,606
+15% +$425K 2.7% 14
2022
Q2 		$2.86M Sell
86,571
-38,913
-31% -$1.34M 2.5% 15
2022
Q1 		$4.63M Buy
+125,484
New +$4.45M 3.52% 7

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

MRA Advisory Group's ITA Position: Q3 2026 in Review

MRA Advisory Group reduced its iShares US Aerospace & Defense ETF (ITA) stake by 10% in Q3 2026, selling an estimated $897K and leaving 102,327 shares worth $7.07M. The position accounts for 2.64% of the portfolio, ranked #11.

MRA Advisory Group first reported a position in ITA in Q1 2022 and has held it in 19 quarters since. The position peaked at $9.2M in Q2 2026. 611 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • MRA Advisory Group held 102,327 shares of iShares US Aerospace & Defense ETF worth $7.07M as of Q3 2026.
  • MRA Advisory Group sold 11,541 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $897K.
  • iShares US Aerospace & Defense ETF made up 2.64% of MRA Advisory Group's portfolio in Q3 2026, its #11 holding.
  • MRA Advisory Group first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and has held it in 19 quarters since.
  • MRA Advisory Group's iShares US Aerospace & Defense ETF position peaked at $9.2M in Q2 2026.
  • 611 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.