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Pathfinder Wealth Consulting’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Pathfinder Wealth Consulting’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 		– Sell
-1,608
Closed -$352K – 73
2026
Q1 		$352K Hold
1,608
– – 0.23% 103
2025
Q4 		$345K Buy
+1,608
New +$337K 0.22% 99

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

Pathfinder Wealth Consulting's ITA Position: Q2 2026 in Review

Pathfinder Wealth Consulting sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2026, closing a stake of 1,608 shares — an estimated $352K sold.

Pathfinder Wealth Consulting first reported a position in ITA in Q4 2025 and held it in 2 quarters. The position peaked at $352K in Q1 2026. 278 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Pathfinder Wealth Consulting reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Pathfinder Wealth Consulting sold 1,608 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $352K.
  • Pathfinder Wealth Consulting first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and held it in 2 quarters.
  • Pathfinder Wealth Consulting's iShares US Aerospace & Defense ETF position peaked at $352K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Pathfinder Wealth Consulting's 13F filing for Q2 2026.