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

SRH 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
Q3 		$29.4K Hold
426
– – 0.01% 167
2026
Q2 		$34.4K Hold
426
– – 0.01% 160
2026
Q1 		$31.1K Hold
426
– – 0.01% 159
2025
Q4 		$30.5K Hold
426
– – 0.01% 162
2025
Q3 		$29.7K Buy
+426
New +$28K 0.01% 157

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SRH Advisors's ITA Position: Q3 2026 in Review

SRH Advisors held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2026 at 426 shares worth $29.4K. The position accounts for 0.01% of the portfolio, ranked #167.

SRH Advisors first reported a position in ITA in Q3 2025 and has held it in 5 quarters since. The position peaked at $34.4K in Q2 2026. 868 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • SRH Advisors held 426 shares of iShares US Aerospace & Defense ETF worth $29.4K as of Q3 2026.
  • SRH Advisors left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2026.
  • iShares US Aerospace & Defense ETF made up 0.01% of SRH Advisors's portfolio in Q3 2026, its #167 holding.
  • SRH Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 5 quarters since.
  • SRH Advisors's iShares US Aerospace & Defense ETF position peaked at $34.4K in Q2 2026.
  • 868 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.