Winthrop Advisory Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Winthrop Advisory Group’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	$610K	Buy	2,518 +1,123	+81%	+$256K	0.04%	112
2026 Q1	$305K	Buy	1,395 +1	+0.1%	+$234	0.02%	137
2025 Q4	$299K	Hold	1,394	–	–	0.03%	143
2025 Q3	$292K	Buy	1,394 +4	+0.3%	+$788	0.03%	142
2025 Q2	$262K	Buy	+1,390	New	+$231K	0.03%	147

Other funds holding ITA

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

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

KDA

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

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Winthrop Advisory Group's ITA Position: Q2 2026 in Review

Winthrop Advisory Group increased its iShares US Aerospace & Defense ETF (ITA) stake by 81% in Q2 2026, buying an estimated $256K and bringing the position to 2,518 shares worth $610K. The position accounts for 0.04% of the portfolio, ranked #112.

Winthrop Advisory Group first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Winthrop Advisory Group held 2,518 shares of iShares US Aerospace & Defense ETF worth $610K as of Q2 2026.
Winthrop Advisory Group bought 1,123 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $256K.
iShares US Aerospace & Defense ETF made up 0.04% of Winthrop Advisory Group's portfolio in Q2 2026, its #112 holding.
Winthrop Advisory Group first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
158 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.