Financial Partners Group (Tennessee)’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Financial Partners Group (Tennessee)’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
2025 Q2	$1.57M	Buy	+8,346	New	+$1.39M	0.57%	40

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Partners Group (Tennessee)'s ITA Position: Q2 2025 in Review

Financial Partners Group (Tennessee) opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2025: 8,346 shares worth $1.57M. The stake represents 0.57% of the portfolio and ranks #40 among its holdings.

751 funds tracked by Wall St. Rank hold ITA as of Q2 2025.

Financial Partners Group (Tennessee) held 8,346 shares of iShares US Aerospace & Defense ETF worth $1.57M as of Q2 2025.
iShares US Aerospace & Defense ETF was a new Financial Partners Group (Tennessee) position in Q2 2025.
iShares US Aerospace & Defense ETF made up 0.57% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #40 holding.
751 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.