STACKSTONE WEALTH, LLC’s iShares US Aerospace & Defense ETF ITA Stock Holding History

STACKSTONE WEALTH, LLC’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	$323K	Buy	+1,558	New	+$363K	0.03%	271

Other funds holding ITA

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

CCA

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 33.52% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

STACKSTONE WEALTH, LLC's ITA Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2026: 1,558 shares worth $323K. The stake represents 0.03% of the portfolio and ranks #271 among its holdings.

225 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

STACKSTONE WEALTH, LLC held 1,558 shares of iShares US Aerospace & Defense ETF worth $323K as of Q3 2026.
iShares US Aerospace & Defense ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares US Aerospace & Defense ETF made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #271 holding.
225 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.