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World Equity Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

World Equity 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 		$718K Buy
2,960
+1,024
+53% +$233K 0.16% 144
2026
Q1 		$424K Sell
1,936
-1,915
-50% -$448K 0.11% 222
2025
Q4 		$827K Sell
3,851
-399
-9% -$83.5K 0.23% 100
2025
Q3 		$889K Buy
+4,250
New +$837K 0.2% 105

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
IA
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
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

World Equity Group's ITA Position: Q2 2026 in Review

World Equity Group increased its iShares US Aerospace & Defense ETF (ITA) stake by 53% in Q2 2026, buying an estimated $233K and bringing the position to 2,960 shares worth $718K. The position accounts for 0.16% of the portfolio, ranked #144.

World Equity Group first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. The position peaked at $889K in Q3 2025. 233 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • World Equity Group held 2,960 shares of iShares US Aerospace & Defense ETF worth $718K as of Q2 2026.
  • World Equity Group bought 1,024 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $233K.
  • iShares US Aerospace & Defense ETF made up 0.16% of World Equity Group's portfolio in Q2 2026, its #144 holding.
  • World Equity Group first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • World Equity Group's iShares US Aerospace & Defense ETF position peaked at $889K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.