Muirfield Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Muirfield Wealth 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	$1.23M	Buy	5,064 +324	+7%	+$73.8K	0.8%	27
2026 Q1	$1.04M	Buy	4,740 +152	+3%	+$35.6K	0.76%	29
2025 Q4	$985K	Buy	4,588 +965	+27%	+$202K	0.72%	28
2025 Q3	$758K	Buy	3,623 +13	+0.4%	+$2.56K	0.56%	39
2025 Q2	$681K	Sell	3,610 -528	-13%	-$87.7K	0.54%	38
2025 Q1	$633K	Sell	4,138 -1,985	-32%	-$303K	0.54%	39
2024 Q4	$890K	Sell	6,123 -458	-7%	-$69K	0.73%	33
2024 Q3	$985K	Sell	6,581 -623	-9%	-$87.9K	0.84%	29
2024 Q2	$951K	Buy	7,204 +171	+2%	+$22.7K	0.89%	28
2024 Q1	$928K	Buy	7,033 +502	+8%	+$63K	0.89%	31
2023 Q4	$827K	Buy	+6,531	New	+$754K	0.88%	28

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Muirfield Wealth Advisors's ITA Position: Q2 2026 in Review

Muirfield Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 6.8% in Q2 2026, buying an estimated $73.8K and bringing the position to 5,064 shares worth $1.23M. The position accounts for 0.8% of the portfolio, ranked #27.

Muirfield Wealth Advisors first reported a position in ITA in Q4 2023 and has held it in 11 quarters since. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Muirfield Wealth Advisors held 5,064 shares of iShares US Aerospace & Defense ETF worth $1.23M as of Q2 2026.
Muirfield Wealth Advisors bought 324 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $73.8K.
iShares US Aerospace & Defense ETF made up 0.8% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Muirfield Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.