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

Retirement Wealth Solutions’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 		$888K Buy
3,662
+681
+23% +$155K 0.49% 38
2026
Q1 		$652K Sell
2,981
-2,711
-48% -$634K 0.41% 41
2025
Q4 		$1.22M Buy
5,692
+189
+3% +$39.6K 0.77% 27
2025
Q3 		$1.15M Buy
+5,503
New +$1.08M 0.76% 27

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
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

Retirement Wealth Solutions's ITA Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares US Aerospace & Defense ETF (ITA) stake by 23% in Q2 2026, buying an estimated $155K and bringing the position to 3,662 shares worth $888K. The position accounts for 0.49% of the portfolio, ranked #38.

Retirement Wealth Solutions first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q4 2025. 170 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Retirement Wealth Solutions held 3,662 shares of iShares US Aerospace & Defense ETF worth $888K as of Q2 2026.
  • Retirement Wealth Solutions bought 681 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $155K.
  • iShares US Aerospace & Defense ETF made up 0.49% of Retirement Wealth Solutions's portfolio in Q2 2026, its #38 holding.
  • Retirement Wealth Solutions first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's iShares US Aerospace & Defense ETF position peaked at $1.22M in Q4 2025.
  • 170 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.