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Purkiss Capital Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Purkiss Capital 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 		$457K Sell
1,884
-566
-23% -$129K 0.17% 105
2026
Q1 		$536K Buy
2,450
+101
+4% +$23.6K 0.24% 85
2025
Q4 		$504K Buy
2,349
+5
+0.2% +$1.05K 0.24% 86
2025
Q3 		$491K Buy
2,344
+742
+46% +$146K 0.23% 86
2025
Q2 		$302K Buy
+1,602
New +$266K 0.17% 105

Other funds holding ITA

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Purkiss Capital Advisors's ITA Position: Q2 2026 in Review

Purkiss Capital Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 23% in Q2 2026, selling an estimated $129K and leaving 1,884 shares worth $457K. The position accounts for 0.17% of the portfolio, ranked #105.

Purkiss Capital Advisors first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. The position peaked at $536K in Q1 2026. 468 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Purkiss Capital Advisors held 1,884 shares of iShares US Aerospace & Defense ETF worth $457K as of Q2 2026.
  • Purkiss Capital Advisors sold 566 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $129K.
  • iShares US Aerospace & Defense ETF made up 0.17% of Purkiss Capital Advisors's portfolio in Q2 2026, its #105 holding.
  • Purkiss Capital Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • Purkiss Capital Advisors's iShares US Aerospace & Defense ETF position peaked at $536K in Q1 2026.
  • 468 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.