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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$407K Buy
1,859
+670
+56% +$157K 0.1% 121
2025
Q4
$255K Sell
1,189
-267
-18% -$55.9K 0.07% 138
2025
Q3
$305K Buy
+1,456
New +$287K 0.09% 122

Other funds holding ITA

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

PCG Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 56% in Q1 2026, buying an estimated $157K and bringing the position to 1,859 shares worth $407K. The position accounts for 0.1% of the portfolio, ranked #121.

PCG Wealth Advisors first reported a position in ITA in Q3 2025 and has held it in 3 quarters since. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • PCG Wealth Advisors held 1,859 shares of iShares US Aerospace & Defense ETF worth $407K as of Q1 2026.
  • PCG Wealth Advisors bought 670 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $157K.
  • iShares US Aerospace & Defense ETF made up 0.1% of PCG Wealth Advisors's portfolio in Q1 2026, its #121 holding.
  • PCG Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.