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Vigilare Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Vigilare Wealth Management’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 		$257K Hold
1,061
– – 0.08% 103
2026
Q1 		$232K Hold
1,061
– – 0.08% 97
2025
Q4 		$228K Sell
1,061
-133
-11% -$27.8K 0.08% 110
2025
Q3 		$250K Sell
1,194
-101
-8% -$19.9K 0.09% 107
2025
Q2 		$244K Sell
1,295
-741
-36% -$123K 0.09% 104
2025
Q1 		$312K Sell
2,036
-255
-11% -$39K 0.12% 74
2024
Q4 		$333K Buy
2,291
+2
+0.1% +$301 0.14% 63
2024
Q3 		$343K Buy
2,289
+231
+11% +$32.6K 0.14% 65
2024
Q2 		$272K Buy
+2,058
New +$273K 0.12% 76
2023
Q3 		– Sell
-2,898
Closed -$338K – 90
2023
Q2 		$338K Sell
2,898
-541
-16% -$61.5K 0.2% 67
2023
Q1 		$396K Buy
3,439
+1,314
+62% +$149K 0.22% 58
2022
Q4 		$238K Sell
2,125
-390
-16% -$41.5K 0.14% 91
2022
Q3 		$229K Buy
+2,515
New +$254K 0.3% 88
2020
Q1 		– Sell
-3,004
Closed -$341K – 131
2019
Q4 		$341K Buy
+3,004
New +$337K 0.23% 99

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
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Vigilare Wealth Management's ITA Position: Q2 2026 in Review

Vigilare Wealth Management held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 1,061 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #103.

Vigilare Wealth Management first reported a position in ITA in Q4 2019 and has held it in 14 quarters since. The position peaked at $396K in Q1 2023. 200 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Vigilare Wealth Management held 1,061 shares of iShares US Aerospace & Defense ETF worth $257K as of Q2 2026.
  • Vigilare Wealth Management left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.08% of Vigilare Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Vigilare Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and has held it in 14 quarters since.
  • Vigilare Wealth Management's iShares US Aerospace & Defense ETF position peaked at $396K in Q1 2023.
  • 200 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.