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

Physician 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
Q2 		$29.1K Buy
120
+25
+26% +$5.69K ﹤0.01% 560
2026
Q1 		$20.8K Sell
95
-24
-20% -$5.62K ﹤0.01% 605
2025
Q4 		$25.5K Buy
119
+95
+396% +$19.9K ﹤0.01% 529
2025
Q3 		$5.02K Buy
+24
New +$4.73K ﹤0.01% 928

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
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Physician Wealth Advisors's ITA Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 26% in Q2 2026, buying an estimated $5.69K and bringing the position to 120 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Physician Wealth Advisors first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Physician Wealth Advisors held 120 shares of iShares US Aerospace & Defense ETF worth $29.1K as of Q2 2026.
  • Physician Wealth Advisors bought 25 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $5.69K.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #560 holding.
  • Physician Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.