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

Wealth Management Partners’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	$477K	Sell	1,966 -6,445	-77%	-$1.47M	0.11%	120
2026 Q1	$1.84M	Buy	8,411 +3,812	+83%	+$892K	0.53%	46
2025 Q4	$987K	Buy	4,599 +518	+13%	+$108K	0.28%	75
2025 Q3	$854K	Buy	4,081 +151	+4%	+$29.7K	0.27%	72
2025 Q2	$739K	Hold	3,930	–	–	0.26%	78
2025 Q1	$602K	Sell	3,930 -8	-0.2%	-$1.22K	0.28%	69
2024 Q4	$572K	Sell	3,938 -30	-0.8%	-$4.52K	0.25%	73
2024 Q3	$594K	Sell	3,968 -19	-0.5%	-$2.68K	0.28%	67
2024 Q2	$526K	Buy	3,987 +1,401	+54%	+$186K	0.26%	63
2024 Q1	$341K	Sell	2,586 -36	-1%	-$4.52K	0.17%	87
2023 Q4	$332K	Buy	+2,622	New	+$303K	0.19%	83

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

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

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

Wealth Management Partners reduced its iShares US Aerospace & Defense ETF (ITA) stake by 77% in Q2 2026, selling an estimated $1.47M and leaving 1,966 shares worth $477K. The position accounts for 0.11% of the portfolio, ranked #120.

Wealth Management Partners first reported a position in ITA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q1 2026. 255 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Wealth Management Partners held 1,966 shares of iShares US Aerospace & Defense ETF worth $477K as of Q2 2026.
Wealth Management Partners sold 6,445 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $1.47M.
iShares US Aerospace & Defense ETF made up 0.11% of Wealth Management Partners's portfolio in Q2 2026, its #120 holding.
Wealth Management Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Management Partners's iShares US Aerospace & Defense ETF position peaked at $1.84M in Q1 2026.
255 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.