TRUE Private Wealth Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

TRUE Private Wealth 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	$283K	Sell	1,166 -86	-7%	-$19.6K	0.02%	235
2026 Q1	$274K	Buy	1,252 +18	+1%	+$4.21K	0.03%	225
2025 Q4	$265K	Hold	1,234	–	–	0.03%	222
2025 Q3	$258K	Buy	1,234 +42	+4%	+$8.27K	0.03%	227
2025 Q2	$225K	Buy	+1,192	New	+$198K	0.03%	232
2018 Q4	–	Sell	-1,514	Closed	-$164K	–	582
2018 Q3	$164K	Buy	+1,514	New	+$156K	0.02%	290

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

TRUE Private Wealth Advisors's ITA Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 6.9% in Q2 2026, selling an estimated $19.6K and leaving 1,166 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #235.

TRUE Private Wealth Advisors first reported a position in ITA in Q3 2018 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

TRUE Private Wealth Advisors held 1,166 shares of iShares US Aerospace & Defense ETF worth $283K as of Q2 2026.
TRUE Private Wealth Advisors sold 86 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $19.6K.
iShares US Aerospace & Defense ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #235 holding.
TRUE Private Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2018 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.