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Financial Life Planners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Financial Life Planners’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 		$18.9K Hold
78
– – 0.01% 195
2026
Q1 		$17.1K Buy
+78
New +$18.2K 0.01% 198
2025
Q4 		– Sell
-78
Closed -$16.3K – 180
2025
Q3 		$16.3K Buy
+78
New +$15.4K 0.01% 214

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Financial Life Planners's ITA Position: Q2 2026 in Review

Financial Life Planners held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 78 shares worth $18.9K. The position accounts for 0.01% of the portfolio, ranked #195.

Financial Life Planners first reported a position in ITA in Q3 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Financial Life Planners held 78 shares of iShares US Aerospace & Defense ETF worth $18.9K as of Q2 2026.
  • Financial Life Planners left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #195 holding.
  • Financial Life Planners first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.