United Capital Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $843K | Sell |
3,477
-1,150
| -25% | -$262K | ﹤0.01% | 870 |
|
|
2026
Q1 | $1.01M | Sell |
4,627
-100,806
| -96% | -$23.6M | 0.01% | 755 |
|
|
2025
Q4 | $22.6M | Buy |
105,433
+4,703
| +5% | +$985K | 0.14% | 133 |
|
|
2025
Q3 | $21.1M | Buy |
100,730
+99,284
| +6,866% | +$19.6M | 0.15% | 126 |
|
|
2025
Q2 | $273K | Sell |
1,446
-55
| -4% | -$9.13K | ﹤0.01% | 955 |
|
|
2025
Q1 | $230K | Sell |
1,501
-600
| -29% | -$91.6K | ﹤0.01% | 968 |
|
|
2024
Q4 | $305K | Buy |
2,101
+525
| +33% | +$79.1K | ﹤0.01% | 874 |
|
|
2024
Q3 | $236K | Buy |
+1,576
| New | +$222K | ﹤0.01% | 952 |
|
|
2022
Q4 | – | Sell |
-2,384
| Closed | -$217K | – | 1078 |
|
|
2022
Q3 | $217K | Sell |
2,384
-15
| -0.6% | -$1.52K | ﹤0.01% | 995 |
|
|
2022
Q2 | $238K | Buy |
2,399
+200
| +9% | +$20.6K | ﹤0.01% | 1006 |
|
|
2022
Q1 | $244K | Sell |
2,199
-4,019
| -65% | -$427K | ﹤0.01% | 1064 |
|
|
2021
Q4 | $639K | Hold |
6,218
| – | – | ﹤0.01% | 795 |
|
|
2021
Q3 | $648K | Hold |
6,218
| – | – | ﹤0.01% | 791 |
|
|
2021
Q2 | $681K | Buy |
6,218
+34
| +0.5% | +$3.66K | ﹤0.01% | 791 |
|
|
2021
Q1 | $644K | Buy |
6,184
+884
| +17% | +$86.3K | ﹤0.01% | 781 |
|
|
2020
Q4 | $502K | Sell |
5,300
-426
| -7% | -$37.5K | ﹤0.01% | 848 |
|
|
2020
Q3 | $454K | Hold |
5,726
| – | – | ﹤0.01% | 852 |
|
|
2020
Q2 | $472K | Sell |
5,726
-2,916
| -34% | -$230K | ﹤0.01% | 886 |
|
|
2020
Q1 | $622K | Sell |
8,642
-18,006
| -68% | -$1.84M | 0.01% | 748 |
|
|
2019
Q4 | $2.96M | Sell |
26,648
-1,266
| -5% | -$142K | 0.02% | 525 |
|
|
2019
Q3 | $3.14M | Sell |
27,914
-1,252
| -4% | -$137K | 0.02% | 501 |
|
|
2019
Q2 | $3.12M | Sell |
29,166
-1,952
| -6% | -$202K | 0.02% | 511 |
|
|
2019
Q1 | $3.1M | Sell |
31,118
-2,016
| -6% | -$197K | 0.02% | 501 |
|
|
2018
Q4 | $2.86M | Sell |
33,134
-1,626
| -5% | -$157K | 0.02% | 482 |
|
|
2018
Q3 | $3.76M | Sell |
34,760
-1,032
| -3% | -$106K | 0.03% | 488 |
|
|
2018
Q2 | $3.44M | Sell |
35,792
-172,942
| -83% | -$17.1M | 0.03% | 483 |
|
|
2018
Q1 | $20.7M | Sell |
208,734
-14,518
| -7% | -$1.44M | 0.16% | 149 |
|
|
2017
Q4 | $21M | Buy |
223,252
+41,030
| +23% | +$3.75M | 0.17% | 144 |
|
|
2017
Q3 | $16.2M | Buy |
182,222
+143,716
| +373% | +$12.1M | 0.14% | 174 |
|
|
2017
Q2 | $3.03M | Sell |
38,506
-17,962
| -32% | -$1.39M | 0.03% | 477 |
|
|
2017
Q1 | $4.2M | Sell |
56,468
-57,520
| -50% | -$4.23M | 0.04% | 398 |
|
|
2016
Q4 | $8.01M | Sell |
113,988
-26,450
| -19% | -$1.8M | 0.08% | 305 |
|
|
2016
Q3 | $9.06M | Sell |
140,438
-9,496
| -6% | -$614K | 0.09% | 283 |
|
|
2016
Q2 | $9.37M | Buy |
+149,934
| New | +$9.17M | 0.1% | 255 |
|
Other funds holding ITA
PF
United Capital Financial Advisors's ITA Position: Q2 2026 in Review
United Capital Financial Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 25% in Q2 2026, selling an estimated $262K and leaving 3,477 shares worth $843K. The position accounts for ﹤0.01% of the portfolio, ranked #870.
United Capital Financial Advisors first reported a position in ITA in Q2 2016 and has held it in 34 quarters since. The position peaked at $22.6M in Q4 2025. 1,043 funds tracked by Wall St. Rank hold ITA as of Q2 2026.
- United Capital Financial Advisors held 3,477 shares of iShares US Aerospace & Defense ETF worth $843K as of Q2 2026.
- United Capital Financial Advisors sold 1,150 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $262K.
- iShares US Aerospace & Defense ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #870 holding.
- United Capital Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2016 and has held it in 34 quarters since.
- United Capital Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $22.6M in Q4 2025.
- 1,043 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.