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Prospera Financial Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Prospera Financial Services’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 		$17.7M Buy
72,809
+3,678
+5% +$838K 0.26% 82
2026
Q1 		$15.1M Buy
69,131
+2,003
+3% +$469K 0.24% 89
2025
Q4 		$14.4M Buy
67,128
+2,044
+3% +$428K 0.24% 95
2025
Q3 		$13.6M Sell
65,084
-1,705
-3% -$336K 0.23% 93
2025
Q2 		$12.6M Buy
66,789
+1,703
+3% +$283K 0.23% 96
2025
Q1 		$9.96M Buy
65,086
+4,553
+8% +$695K 0.23% 101
2024
Q4 		$8.8M Buy
60,533
+11,793
+24% +$1.78M 0.2% 112
2024
Q3 		$7.29M Buy
48,740
+5,239
+12% +$739K 0.19% 117
2024
Q2 		$5.74M Buy
43,501
+10,213
+31% +$1.35M 0.16% 139
2024
Q1 		$4.39M Buy
33,288
+5,905
+22% +$741K 0.13% 170
2023
Q4 		$3.47M Buy
27,383
+25,132
+1,116% +$2.9M 0.11% 204
2023
Q3 		$239K Buy
2,251
+489
+28% +$55.8K 0.01% 891
2023
Q2 		$206K Sell
1,762
-10,915
-86% -$1.24M 0.01% 943
2023
Q1 		$1.46M Buy
+12,677
New +$1.44M 0.06% 324
2022
Q3 		– Sell
-1,679
Closed -$167K – 1221
2022
Q2 		$167K Sell
1,679
-329
-16% -$33.9K 0.01% 777
2022
Q1 		$222K Sell
2,008
-397
-17% -$42.2K 0.01% 851
2021
Q4 		$247K Buy
2,405
+355
+17% +$37K 0.01% 764
2021
Q3 		$214K Sell
2,050
-703
-26% -$74.6K 0.01% 751
2021
Q2 		$302K Buy
2,753
+727
+36% +$78.3K 0.02% 653
2021
Q1 		$211K Sell
2,026
-617
-23% -$60.2K 0.01% 709
2020
Q4 		$250K Buy
+2,643
New +$232K 0.02% 587
2020
Q1 		– Sell
-8,562
Closed -$951K – 573
2019
Q4 		$951K Buy
8,562
+96
+1% +$10.8K 0.07% 266
2019
Q3 		$951K Buy
8,466
+454
+6% +$49.6K 0.1% 184
2019
Q2 		$858K Buy
+8,012
New +$830K 0.1% 182
2019
Q1 		– Sell
-7,488
Closed -$647K – 380
2018
Q4 		$647K Sell
7,488
-5,656
-43% -$545K 0.13% 162
2018
Q3 		$1.42M Buy
13,144
+4,444
+51% +$457K 0.26% 90
2018
Q2 		$839K Buy
8,700
+956
+12% +$94.7K 0.11% 156
2018
Q1 		$765K Buy
7,744
+654
+9% +$64.8K 0.11% 177
2017
Q4 		$671K Buy
7,090
+140
+2% +$12.8K 0.1% 170
2017
Q3 		$625K Buy
6,950
+1,710
+33% +$143K 0.1% 198
2017
Q2 		$415K Buy
5,240
+800
+18% +$61.7K 0.07% 247
2017
Q1 		$328K Sell
4,440
-890
-17% -$65.4K 0.06% 252
2016
Q4 		$380K Buy
+5,330
New +$363K 0.07% 229

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
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
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Prospera Financial Services's ITA Position: Q2 2026 in Review

Prospera Financial Services increased its iShares US Aerospace & Defense ETF (ITA) stake by 5.3% in Q2 2026, buying an estimated $838K and bringing the position to 72,809 shares worth $17.7M. The position accounts for 0.26% of the portfolio, ranked #82.

Prospera Financial Services first reported a position in ITA in Q4 2016 and has held it in 33 quarters since. 233 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Prospera Financial Services held 72,809 shares of iShares US Aerospace & Defense ETF worth $17.7M as of Q2 2026.
  • Prospera Financial Services bought 3,678 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $838K.
  • iShares US Aerospace & Defense ETF made up 0.26% of Prospera Financial Services's portfolio in Q2 2026, its #82 holding.
  • Prospera Financial Services first reported a position in iShares US Aerospace & Defense ETF in Q4 2016 and has held it in 33 quarters since.
  • 233 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.