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

SOA 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	$302K	Buy	1,244 +182	+17%	+$41.4K	0.05%	171
2026 Q1	$232K	Hold	1,062	–	–	0.04%	177
2025 Q4	$228K	Hold	1,062	–	–	0.04%	190
2025 Q3	$222K	Buy	1,062 +28	+3%	+$5.51K	0.04%	195
2025 Q2	$195K	Sell	1,034 -31,231	-97%	-$5.18M	0.04%	198
2025 Q1	$190K	Buy	32,265 +31,231	+3,020%	+$4.77M	0.04%	193
2024 Q4	$150K	Hold	1,034	–	–	0.03%	213
2024 Q3	$155K	Hold	1,034	–	–	0.03%	209
2024 Q2	$137K	Hold	1,034	–	–	0.03%	213
2024 Q1	$136K	Hold	1,034	–	–	0.03%	216
2023 Q4	$131K	Hold	1,034	–	–	0.03%	212
2023 Q3	$110K	Hold	1,034	–	–	0.03%	217
2023 Q2	$121K	Hold	1,034	–	–	0.03%	216
2023 Q1	$119K	Buy	1,034 +346	+50%	+$39.4K	0.03%	210
2022 Q4	$77K	Hold	688	–	–	0.02%	240
2022 Q3	$62K	Hold	688	–	–	0.02%	238
2022 Q2	$68K	Buy	688 +390	+131%	+$40.1K	0.02%	234
2022 Q1	$33K	Buy	+298	New	+$31.7K	0.01%	373

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

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

SOA Wealth Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 17% in Q2 2026, buying an estimated $41.4K and bringing the position to 1,244 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #171.

SOA Wealth Advisors first reported a position in ITA in Q1 2022 and has held it in 18 quarters since. 292 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

SOA Wealth Advisors held 1,244 shares of iShares US Aerospace & Defense ETF worth $302K as of Q2 2026.
SOA Wealth Advisors bought 182 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $41.4K.
iShares US Aerospace & Defense ETF made up 0.05% of SOA Wealth Advisors's portfolio in Q2 2026, its #171 holding.
SOA Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2022 and has held it in 18 quarters since.
292 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

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