Sound Income Strategies’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Sound Income Strategies’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	$250K	Sell	1,031 -295	-22%	-$67.2K	0.01%	415
2026 Q1	$296K	Sell	1,326 -218	-14%	-$51K	0.01%	328
2025 Q4	$376K	Buy	1,544 +1,344	+672%	+$281K	0.02%	294
2025 Q3	$42.3K	Buy	200 +140	+233%	+$27.6K	﹤0.01%	590
2025 Q2	$11.4K	Buy	60 +12	+25%	+$1.99K	﹤0.01%	912
2025 Q1	$7.39K	Buy	+48	New	+$7.33K	﹤0.01%	981
2024 Q4	–	Sell	-50	Closed	-$7.48K	–	1516
2024 Q3	$7.48K	Buy	+50	New	+$7.05K	﹤0.01%	863
2024 Q1	–	Sell	-63	Closed	-$7.98K	–	1397
2023 Q4	$7.98K	Sell	63 -260	-80%	-$30K	﹤0.01%	790
2023 Q3	$34.2K	Buy	+323	New	+$36.8K	﹤0.01%	347

Other funds holding ITA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sound Income Strategies's ITA Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares US Aerospace & Defense ETF (ITA) stake by 22% in Q2 2026, selling an estimated $67.2K and leaving 1,031 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #415.

Sound Income Strategies first reported a position in ITA in Q3 2023 and has held it in 9 quarters since. The position peaked at $376K in Q4 2025. 472 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Sound Income Strategies held 1,031 shares of iShares US Aerospace & Defense ETF worth $250K as of Q2 2026.
Sound Income Strategies sold 295 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $67.2K.
iShares US Aerospace & Defense ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #415 holding.
Sound Income Strategies first reported a position in iShares US Aerospace & Defense ETF in Q3 2023 and has held it in 9 quarters since.
Sound Income Strategies's iShares US Aerospace & Defense ETF position peaked at $376K in Q4 2025.
472 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.