WealthGarden F.S.’s iShares US Aerospace & Defense ETF ITA Stock Holding History

WealthGarden F.S.’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	$824K	Sell	3,398 -9	-0.3%	-$2.05K	0.47%	61
2026 Q1	$745K	Sell	3,407 -40	-1%	-$9.36K	0.51%	66
2025 Q4	$804K	Buy	3,447 +175	+5%	+$36.6K	0.53%	60
2025 Q3	$686K	Buy	3,272 +189	+6%	+$37.2K	0.49%	67
2025 Q2	$606K	Buy	3,083 +170	+6%	+$28.2K	0.5%	65
2025 Q1	$446K	Buy	2,913 +761	+35%	+$116K	0.43%	76
2024 Q4	$313K	Buy	+2,152	New	+$324K	0.29%	93

Other funds holding ITA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

WealthGarden F.S.'s ITA Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares US Aerospace & Defense ETF (ITA) stake by 0.26% in Q2 2026, selling an estimated $2.05K and leaving 3,398 shares worth $824K. The position accounts for 0.47% of the portfolio, ranked #61.

WealthGarden F.S. first reported a position in ITA in Q4 2024 and has held it in 7 quarters since. 495 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

WealthGarden F.S. held 3,398 shares of iShares US Aerospace & Defense ETF worth $824K as of Q2 2026.
WealthGarden F.S. sold 9 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $2.05K.
iShares US Aerospace & Defense ETF made up 0.47% of WealthGarden F.S.'s portfolio in Q2 2026, its #61 holding.
WealthGarden F.S. first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
495 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.