BCGM Wealth Management
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BCGM Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

BCGM Wealth Management’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 		$399K Buy
5,784
+1,830
+46% +$142K 0.08% 135
2026
Q2 		$320K Buy
3,954
+912
+30% +$69.2K 0.07% 148
2026
Q1 		$222K Sell
3,042
-36,030
-92% -$2.81M 0.06% 169
2025
Q4 		$2.8M Buy
39,072
+888
+2% +$62K 0.71% 45
2025
Q3 		$2.66M Buy
+38,184
New +$2.51M 0.69% 44

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BCGM Wealth Management's ITA Position: Q3 2026 in Review

BCGM Wealth Management increased its iShares US Aerospace & Defense ETF (ITA) stake by 46% in Q3 2026, buying an estimated $142K and bringing the position to 5,784 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #135.

BCGM Wealth Management first reported a position in ITA in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.8M in Q4 2025. 908 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • BCGM Wealth Management held 5,784 shares of iShares US Aerospace & Defense ETF worth $399K as of Q3 2026.
  • BCGM Wealth Management bought 1,830 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $142K.
  • iShares US Aerospace & Defense ETF made up 0.08% of BCGM Wealth Management's portfolio in Q3 2026, its #135 holding.
  • BCGM Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 5 quarters since.
  • BCGM Wealth Management's iShares US Aerospace & Defense ETF position peaked at $2.8M in Q4 2025.
  • 908 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on BCGM Wealth Management's 13F filing for Q3 2026, filed 10 Nov 2026.