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

Partners 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 		$464K Sell
1,913
-307
-14% -$69.9K 0.45% 57
2026
Q1 		$486K Sell
2,220
-88
-4% -$20.6K 0.5% 54
2025
Q4 		$495K Hold
2,308
– – 0.52% 50
2025
Q3 		$483K Sell
2,308
-84
-4% -$16.5K 0.48% 56
2025
Q2 		$369K Hold
2,392
– – 0.42% 65
2025
Q1 		$366K Sell
2,392
-90
-4% -$13.7K 0.42% 66
2024
Q4 		$361K Buy
+2,482
New +$374K 0.41% 68

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Partners Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 14% in Q2 2026, selling an estimated $69.9K and leaving 1,913 shares worth $464K. The position accounts for 0.45% of the portfolio, ranked #57.

Partners Wealth Management first reported a position in ITA in Q4 2024 and has held it in 7 quarters since. The position peaked at $495K in Q4 2025. 300 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Partners Wealth Management held 1,913 shares of iShares US Aerospace & Defense ETF worth $464K as of Q2 2026.
  • Partners Wealth Management sold 307 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $69.9K.
  • iShares US Aerospace & Defense ETF made up 0.45% of Partners Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Partners Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
  • Partners Wealth Management's iShares US Aerospace & Defense ETF position peaked at $495K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.