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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Muirfield Wealth Advisors's ITA Position: Q1 2026 in Review

Muirfield Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 3.3% in Q1 2026, buying an estimated $35.6K and bringing the position to 4,740 shares worth $1.04M. The position accounts for 0.76% of the portfolio, ranked #29.

Muirfield Wealth Advisors first reported a position in ITA in Q4 2023 and has held it in 10 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Muirfield Wealth Advisors held 4,740 shares of iShares US Aerospace & Defense ETF worth $1.04M as of Q1 2026.
  • Muirfield Wealth Advisors bought 152 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $35.6K.
  • iShares US Aerospace & Defense ETF made up 0.76% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #29 holding.
  • Muirfield Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.