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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares US Aerospace & Defense ETF ITA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$72.7K Buy
+300
New +$68.3K 0.02% 277

Other funds holding ITA

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ITA Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 300 shares worth $72.7K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings.

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

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 300 shares of iShares US Aerospace & Defense ETF worth $72.7K as of Q2 2026.
  • iShares US Aerospace & Defense ETF was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.02% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #277 holding.
  • 677 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.