Highland Investment Advisors LLC’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Highland Investment Advisors LLC’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	$7.9K	Buy	+33	New	+$7.51K	﹤0.01%	371

Other funds holding ITA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Highland Investment Advisors LLC's ITA Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 33 shares worth $7.9K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings.

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

Highland Investment Advisors LLC held 33 shares of iShares US Aerospace & Defense ETF worth $7.9K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #371 holding.
895 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.