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

Purus Wealth Management’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	$1.33M	Sell	5,491 -68	-1%	-$15.5K	0.37%	59
2026 Q1	$1.22M	Buy	5,559 +616	+12%	+$144K	0.39%	58
2025 Q4	$1.06M	Sell	4,943 -15	-0.3%	-$3.14K	0.33%	58
2025 Q3	$1.04M	Sell	4,958 -1	-0%	-$197	0.33%	60
2025 Q2	$936K	Buy	4,959 +10	+0.2%	+$1.66K	0.32%	59
2025 Q1	$758K	Buy	4,949 +2	+0%	+$305	0.32%	59
2024 Q4	$719K	Buy	4,947 +3	+0.1%	+$452	0.28%	60
2024 Q3	$740K	Buy	4,944 +2	+0%	+$282	0.31%	55
2024 Q2	$653K	Sell	4,942 -52	-1%	-$6.89K	0.29%	54
2024 Q1	$659K	Sell	4,994 -124	-2%	-$15.6K	0.33%	54
2023 Q4	$648K	Sell	5,118 -497	-9%	-$57.4K	0.38%	52
2023 Q3	$595K	Hold	5,615	–	–	0.4%	52
2023 Q2	$655K	Sell	5,615 -6	-0.1%	-$682	0.42%	51
2023 Q1	$647K	Buy	5,621 +1,443	+35%	+$164K	0.51%	43
2022 Q4	$467K	Buy	4,178 +19	+0.5%	+$2.02K	0.42%	57
2022 Q3	$379K	Buy	+4,159	New	+$420K	0.35%	66

Other funds holding ITA

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

KDA

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

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

Purus Wealth Management's ITA Position: Q2 2026 in Review

Purus Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 1.2% in Q2 2026, selling an estimated $15.5K and leaving 5,491 shares worth $1.33M. The position accounts for 0.37% of the portfolio, ranked #59.

Purus Wealth Management first reported a position in ITA in Q3 2022 and has held it in 16 quarters since. 170 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Purus Wealth Management held 5,491 shares of iShares US Aerospace & Defense ETF worth $1.33M as of Q2 2026.
Purus Wealth Management sold 68 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $15.5K.
iShares US Aerospace & Defense ETF made up 0.37% of Purus Wealth Management's portfolio in Q2 2026, its #59 holding.
Purus Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2022 and has held it in 16 quarters since.
170 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Purus Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.