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
Q2
$590K Buy
2,434
+575
+31% +$131K 0.13% 111
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: Q2 2026 in Review

PCG Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 31% in Q2 2026, buying an estimated $131K and bringing the position to 2,434 shares worth $590K. The position accounts for 0.13% of the portfolio, ranked #111.

PCG Wealth Advisors first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • PCG Wealth Advisors held 2,434 shares of iShares US Aerospace & Defense ETF worth $590K as of Q2 2026.
  • PCG Wealth Advisors bought 575 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $131K.
  • iShares US Aerospace & Defense ETF made up 0.13% of PCG Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • PCG Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.