SS&H Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

SS&H Financial 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	$2.35M	Buy	+9,675	New	+$2.2M	0.6%	42
2025 Q4	$2.08M	Hold	9,675	–	–	0.61%	43
2025 Q3	$2.02M	Hold	9,675	–	–	0.62%	40
2025 Q2	$1.83M	Sell	9,675 -3,000	-24%	-$498K	0.61%	43
2025 Q1	$1.94M	Hold	12,675	–	–	0.72%	38
2024 Q4	$1.84M	Hold	12,675	–	–	0.67%	40
2024 Q3	$1.9M	Hold	12,675	–	–	0.69%	39
2024 Q2	$1.67M	Hold	12,675	–	–	0.65%	40
2024 Q1	$1.67M	Hold	12,675	–	–	0.7%	42
2023 Q4	$1.6M	Buy	+12,675	New	+$1.46M	0.68%	42
2023 Q1	$219K	Hold	1,900	–	–	0.1%	117
2022 Q4	$213K	Buy	+1,900	New	+$202K	0.1%	113

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SS&H Financial Advisors's ITA Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 9,675 shares worth $2.35M. The stake represents 0.6% of the portfolio and ranks #42 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in ITA as recently as Q4 2025.

SS&H Financial Advisors first reported a position in ITA in Q4 2022 and has held it in 12 quarters since. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

SS&H Financial Advisors held 9,675 shares of iShares US Aerospace & Defense ETF worth $2.35M as of Q2 2026.
iShares US Aerospace & Defense ETF was a new SS&H Financial Advisors position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.6% of SS&H Financial Advisors's portfolio in Q2 2026, its #42 holding.
SS&H Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and has held it in 12 quarters since.
1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.