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

PUREfi Wealth’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 		$201K Sell
2,907
-348
-11% -$27.1K 0.09% 223
2026
Q2 		$263K Buy
+3,255
New +$247K 0.14% 168
2026
Q1 		– Sell
-3,180
Closed -$228K – 192
2025
Q4 		$228K Buy
+3,180
New +$222K 0.17% 145

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

PUREfi Wealth's ITA Position: Q3 2026 in Review

PUREfi Wealth reduced its iShares US Aerospace & Defense ETF (ITA) stake by 11% in Q3 2026, selling an estimated $27.1K and leaving 2,907 shares worth $201K. The position accounts for 0.09% of the portfolio, ranked #223.

PUREfi Wealth first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. The position peaked at $263K in Q2 2026. 611 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • PUREfi Wealth held 2,907 shares of iShares US Aerospace & Defense ETF worth $201K as of Q3 2026.
  • PUREfi Wealth sold 348 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $27.1K.
  • iShares US Aerospace & Defense ETF made up 0.09% of PUREfi Wealth's portfolio in Q3 2026, its #223 holding.
  • PUREfi Wealth first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • PUREfi Wealth's iShares US Aerospace & Defense ETF position peaked at $263K in Q2 2026.
  • 611 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.