Buck Wealth Strategies’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Buck Wealth Strategies’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	$103K	Buy	+423	New	+$96.3K	0.01%	250

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

Buck Wealth Strategies's ITA Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 423 shares worth $103K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings.

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

Buck Wealth Strategies held 423 shares of iShares US Aerospace & Defense ETF worth $103K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #250 holding.
691 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.