Berger Financial Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Berger Financial 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	$211K	Buy	+869	New	+$198K	0.01%	459

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Berger Financial Group's ITA Position: Q2 2026 in Review

Berger Financial Group opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 869 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #459 among its holdings.

1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Berger Financial Group held 869 shares of iShares US Aerospace & Defense ETF worth $211K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Berger Financial Group position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #459 holding.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.