Atwood & Palmer’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Atwood & Palmer’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	$728	Buy	+3	New	+$683	﹤0.01%	467

Other funds holding ITA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

Atwood & Palmer's ITA Position: Q2 2026 in Review

Atwood & Palmer opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 3 shares worth $728. The stake represents ﹤0.01% of the portfolio and ranks #467 among its holdings.

677 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Atwood & Palmer held 3 shares of iShares US Aerospace & Defense ETF worth $728 as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Atwood & Palmer position in Q2 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #467 holding.
677 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.