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

15 Wealth Advisors LLC’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 Q3	$6.33M	Buy	+30,564	New	+$7.13M	1.59%	18

Other funds holding ITA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

15 Wealth Advisors LLC's ITA Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2026: 30,564 shares worth $6.33M. The stake represents 1.59% of the portfolio and ranks #18 among its holdings.

99 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

15 Wealth Advisors LLC held 30,564 shares of iShares US Aerospace & Defense ETF worth $6.33M as of Q3 2026.
iShares US Aerospace & Defense ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares US Aerospace & Defense ETF made up 1.59% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #18 holding.
99 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.