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

Wisconsin Wealth Advisors’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	$1.08M	Sell	4,471 -87	-2%	-$19.8K	0.93%	37
2026 Q1	$997K	Sell	4,558 -6	-0.1%	-$1.4K	0.98%	33
2025 Q4	$980K	Sell	4,564 -43	-0.9%	-$9K	0.96%	35
2025 Q3	$964K	Sell	4,607 -95	-2%	-$18.7K	0.92%	39
2025 Q2	$887K	Sell	4,702 -699	-13%	-$116K	1.02%	33
2025 Q1	$827K	Buy	5,401 +137	+3%	+$20.9K	1.19%	30
2024 Q4	$765K	Buy	+5,264	New	+$793K	1.13%	31

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

Wisconsin Wealth Advisors's ITA Position: Q2 2026 in Review

Wisconsin Wealth Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 1.9% in Q2 2026, selling an estimated $19.8K and leaving 4,471 shares worth $1.08M. The position accounts for 0.93% of the portfolio, ranked #37.

Wisconsin Wealth Advisors first reported a position in ITA in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Wisconsin Wealth Advisors held 4,471 shares of iShares US Aerospace & Defense ETF worth $1.08M as of Q2 2026.
Wisconsin Wealth Advisors sold 87 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $19.8K.
iShares US Aerospace & Defense ETF made up 0.93% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Wisconsin Wealth Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
263 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.