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

Tactive 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 		$376K Sell
1,550
-450
-23% -$102K 0.09% 183
2026
Q1 		$438K Buy
2,000
+500
+33% +$117K 0.12% 155
2025
Q4 		$322K Buy
+1,500
New +$314K 0.09% 187

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
IA
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
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
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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Tactive Advisors's ITA Position: Q2 2026 in Review

Tactive Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 23% in Q2 2026, selling an estimated $102K and leaving 1,550 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #183.

Tactive Advisors first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. The position peaked at $438K in Q1 2026. 273 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Tactive Advisors held 1,550 shares of iShares US Aerospace & Defense ETF worth $376K as of Q2 2026.
  • Tactive Advisors sold 450 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $102K.
  • iShares US Aerospace & Defense ETF made up 0.09% of Tactive Advisors's portfolio in Q2 2026, its #183 holding.
  • Tactive Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • Tactive Advisors's iShares US Aerospace & Defense ETF position peaked at $438K in Q1 2026.
  • 273 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.