Strategic Investment Solutions’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Strategic Investment Solutions’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	$103K	Sell	424 -6,017	-93%	-$1.37M	0.02%	204
2026 Q1	$1.41M	Sell	6,441 -32	-0.5%	-$7.49K	0.34%	53
2025 Q4	$1.39M	Buy	6,473 +4,486	+226%	+$939K	0.33%	54
2025 Q3	$416K	Buy	+1,987	New	+$391K	0.11%	99
2023 Q4	$38K	Sell	300 -18,600	-98%	-$2.15M	0.01%	534
2023 Q3	$2.16M	Buy	18,900 +18,600	+6,200%	+$2.12M	0.03%	215
2023 Q2	$33K	Hold	300	–	–	0.01%	374
2023 Q1	$34.5K	Buy	+300	New	+$34.1K	0.01%	433

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

Strategic Investment Solutions's ITA Position: Q2 2026 in Review

Strategic Investment Solutions reduced its iShares US Aerospace & Defense ETF (ITA) stake by 93% in Q2 2026, selling an estimated $1.37M and leaving 424 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #204.

Strategic Investment Solutions first reported a position in ITA in Q1 2023 and has held it in 8 quarters since. The position peaked at $2.16M in Q3 2023. 300 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Strategic Investment Solutions held 424 shares of iShares US Aerospace & Defense ETF worth $103K as of Q2 2026.
Strategic Investment Solutions sold 6,017 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $1.37M.
iShares US Aerospace & Defense ETF made up 0.02% of Strategic Investment Solutions's portfolio in Q2 2026, its #204 holding.
Strategic Investment Solutions first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and has held it in 8 quarters since.
Strategic Investment Solutions's iShares US Aerospace & Defense ETF position peaked at $2.16M in Q3 2023.
300 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.