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

Runnymede 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	$359K	Sell	1,480 -85	-5%	-$19.4K	0.21%	54
2026 Q1	$342K	Buy	+1,565	New	+$366K	0.29%	55
2025 Q4	–	Sell	-1,565	Closed	-$327K	–	90
2025 Q3	$327K	Buy	1,565 +26	+2%	+$5.12K	0.27%	52
2025 Q2	$290K	Hold	1,539	–	–	0.27%	55
2025 Q1	$236K	Sell	1,539 -40	-3%	-$6.11K	0.23%	62
2024 Q4	$230K	Buy	+1,579	New	+$238K	0.2%	67

Other funds holding ITA

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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 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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Runnymede Capital Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 5.4% in Q2 2026, selling an estimated $19.4K and leaving 1,480 shares worth $359K. The position accounts for 0.21% of the portfolio, ranked #54.

Runnymede Capital Advisors first reported a position in ITA in Q4 2024 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Runnymede Capital Advisors held 1,480 shares of iShares US Aerospace & Defense ETF worth $359K as of Q2 2026.
Runnymede Capital Advisors sold 85 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $19.4K.
iShares US Aerospace & Defense ETF made up 0.21% of Runnymede Capital Advisors's portfolio in Q2 2026, its #54 holding.
Runnymede Capital Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 6 quarters since.
263 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Runnymede Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.