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

Unify 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 		$863K Buy
3,560
+101
+3% +$23K 0.8% 37
2026
Q1 		$757K Buy
3,459
+1,131
+49% +$265K 0.79% 38
2025
Q4 		$500K Buy
+2,328
New +$487K 0.52% 53

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

Unify Financial Advisors's ITA Position: Q2 2026 in Review

Unify Financial Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 2.9% in Q2 2026, buying an estimated $23K and bringing the position to 3,560 shares worth $863K. The position accounts for 0.8% of the portfolio, ranked #37.

Unify Financial Advisors first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. 263 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Unify Financial Advisors held 3,560 shares of iShares US Aerospace & Defense ETF worth $863K as of Q2 2026.
  • Unify Financial Advisors bought 101 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $23K.
  • iShares US Aerospace & Defense ETF made up 0.8% of Unify Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Unify Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.