BFC Planning, Inc.’s iShares US Aerospace & Defense ETF ITA Stock Holding History

BFC Planning, 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 Q3	$676K	Sell	9,786 -1,011	-9%	-$78.6K	0.03%	507
2026 Q2	$872K	Sell	10,797 -1,395	-11%	-$106K	0.04%	436
2026 Q1	$889K	Sell	12,192 -822	-6%	-$64.1K	0.04%	390
2025 Q4	$931K	Buy	13,014 +5,661	+77%	+$395K	0.04%	384
2025 Q3	$513K	Buy	7,353 +2,289	+45%	+$150K	0.04%	377
2025 Q2	$318K	Buy	5,064 +1,518	+43%	+$84K	0.03%	471
2025 Q1	$181K	Buy	3,546 +690	+24%	+$35.1K	0.02%	648
2024 Q4	$138K	Sell	2,856 -1,359	-32%	-$68.2K	0.01%	746
2024 Q3	$210K	Buy	+4,215	New	+$198K	0.02%	587

Other funds holding ITA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BFC Planning, Inc.'s ITA Position: Q3 2026 in Review

BFC Planning, Inc. reduced its iShares US Aerospace & Defense ETF (ITA) stake by 9.4% in Q3 2026, selling an estimated $78.6K and leaving 9,786 shares worth $676K. The position accounts for 0.03% of the portfolio, ranked #507.

BFC Planning, Inc. first reported a position in ITA in Q3 2024 and has held it in 9 quarters since. The position peaked at $931K in Q4 2025. 908 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

BFC Planning, Inc. held 9,786 shares of iShares US Aerospace & Defense ETF worth $676K as of Q3 2026.
BFC Planning, Inc. sold 1,011 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $78.6K.
iShares US Aerospace & Defense ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q3 2026, its #507 holding.
BFC Planning, Inc. first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s iShares US Aerospace & Defense ETF position peaked at $931K in Q4 2025.
908 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.