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Harbor Asset Planning’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Harbor Asset Planning’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 		$65.8K Hold
272
– – 0.05% 194
2026
Q1 		$59.4K Buy
272
+188
+224% +$44K 0.05% 192
2025
Q4 		$18K Hold
84
– – 0.02% 303
2025
Q3 		$17.5K Buy
84
+1
+1% +$197 0.02% 293
2025
Q2 		$15.7K Buy
+83
New +$13.8K 0.02% 294

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

Harbor Asset Planning's ITA Position: Q2 2026 in Review

Harbor Asset Planning held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 272 shares worth $65.8K. The position accounts for 0.05% of the portfolio, ranked #194.

Harbor Asset Planning first reported a position in ITA in Q2 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Harbor Asset Planning held 272 shares of iShares US Aerospace & Defense ETF worth $65.8K as of Q2 2026.
  • Harbor Asset Planning left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.05% of Harbor Asset Planning's portfolio in Q2 2026, its #194 holding.
  • Harbor Asset Planning first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.