Ritter Daniher Financial Advisory’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Ritter Daniher Financial Advisory’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	$24.2K	Hold	100	–	–	﹤0.01%	347
2026 Q1	$21.9K	Hold	100	–	–	﹤0.01%	352
2025 Q4	$21.5K	Hold	100	–	–	﹤0.01%	355
2025 Q3	$20.9K	Hold	100	–	–	﹤0.01%	282
2025 Q2	$18.9K	Hold	100	–	–	﹤0.01%	233
2025 Q1	$15.3K	Hold	100	–	–	﹤0.01%	230
2024 Q4	$14.5K	Hold	100	–	–	﹤0.01%	226
2024 Q3	$15K	Hold	100	–	–	﹤0.01%	220
2024 Q2	$13.2K	Hold	100	–	–	﹤0.01%	216
2024 Q1	$13.2K	Hold	100	–	–	﹤0.01%	211
2023 Q4	$12.7K	Hold	100	–	–	﹤0.01%	218
2023 Q3	$10.6K	Hold	100	–	–	﹤0.01%	225
2023 Q2	$11.7K	Hold	100	–	–	﹤0.01%	206
2023 Q1	$11.5K	Hold	100	–	–	0.01%	200
2022 Q4	$11.2K	Hold	100	–	–	0.01%	201
2022 Q3	$9K	Hold	100	–	–	0.01%	181
2022 Q2	$10K	Hold	100	–	–	0.01%	169
2022 Q1	$11K	Hold	100	–	–	0.01%	165
2021 Q4	$10K	Hold	100	–	–	0.01%	166
2021 Q3	$10K	Hold	100	–	–	0.01%	160
2021 Q2	$11K	Hold	100	–	–	0.01%	151
2021 Q1	$10K	Hold	100	–	–	0.01%	146
2020 Q4	$9K	Buy	+100	New	+$8.79K	0.01%	145

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ritter Daniher Financial Advisory's ITA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 100 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Ritter Daniher Financial Advisory first reported a position in ITA in Q4 2020 and has held it in 23 quarters since. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Ritter Daniher Financial Advisory held 100 shares of iShares US Aerospace & Defense ETF worth $24.2K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #347 holding.
Ritter Daniher Financial Advisory first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 23 quarters since.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.