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

Wealth Quarterback’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 Q3	$2.82M	Buy	13,600 +520	+4%	+$121K	0.86%	28
2026 Q2	$3.17M	Buy	13,080 +1,687	+15%	+$384K	0.98%	21
2026 Q1	$2.49M	Buy	11,393 +7,094	+165%	+$1.66M	0.98%	22
2025 Q4	$923K	Sell	4,299 -863	-17%	-$181K	0.33%	55
2025 Q3	$1.08M	Buy	5,162 +245	+5%	+$48.3K	0.42%	51
2025 Q2	$927K	Sell	4,917 -1,270	-21%	-$211K	0.44%	54
2025 Q1	$947K	Sell	6,187 -7,987	-56%	-$1.22M	0.53%	47
2024 Q4	$2.06M	Buy	14,174 +3,993	+39%	+$602K	0.97%	18
2024 Q3	$1.52M	Sell	10,181 -13,581	-57%	-$1.92M	0.79%	25
2024 Q2	$3.14M	Buy	23,762 +18,891	+388%	+$2.5M	1.78%	11
2024 Q1	$643K	Sell	4,871 -2,374	-33%	-$298K	0.36%	64
2023 Q4	$917K	Buy	+7,245	New	+$837K	0.56%	38

Other funds holding ITA

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Wealth Quarterback's ITA Position: Q3 2026 in Review

Wealth Quarterback increased its iShares US Aerospace & Defense ETF (ITA) stake by 4% in Q3 2026, buying an estimated $121K and bringing the position to 13,600 shares worth $2.82M. The position accounts for 0.86% of the portfolio, ranked #28.

Wealth Quarterback first reported a position in ITA in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.17M in Q2 2026. 327 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Wealth Quarterback held 13,600 shares of iShares US Aerospace & Defense ETF worth $2.82M as of Q3 2026.
Wealth Quarterback bought 520 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $121K.
iShares US Aerospace & Defense ETF made up 0.86% of Wealth Quarterback's portfolio in Q3 2026, its #28 holding.
Wealth Quarterback first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 12 quarters since.
Wealth Quarterback's iShares US Aerospace & Defense ETF position peaked at $3.17M in Q2 2026.
327 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.