Sax Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Sax Wealth 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	$364K	Buy	1,665 +136	+9%	+$31K	0.01%	409
2026 Q1	$328K	Hold	1,529	–	–	0.02%	366
2025 Q4	$328K	Buy	1,529 +501	+49%	+$105K	0.02%	373
2025 Q3	$215K	Buy	+1,028	New	+$202K	0.01%	415

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

Sax Wealth Advisors's ITA Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 8.9% in Q2 2026, buying an estimated $31K and bringing the position to 1,665 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #409.

Sax Wealth Advisors first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. 233 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Sax Wealth Advisors held 1,665 shares of iShares US Aerospace & Defense ETF worth $364K as of Q2 2026.
Sax Wealth Advisors bought 136 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $31K.
iShares US Aerospace & Defense ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #409 holding.
Sax Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
233 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.