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Capstone Wealth Management Group, Inc.’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Capstone Wealth Management Group, 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 		$5.19M Buy
+21,426
New +$4.88M 3.13% 6

Other funds holding ITA

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Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s ITA Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 21,426 shares worth $5.19M. The stake represents 3.13% of the portfolio and ranks #6 among its holdings.

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

  • Capstone Wealth Management Group, Inc. held 21,426 shares of iShares US Aerospace & Defense ETF worth $5.19M as of Q2 2026.
  • iShares US Aerospace & Defense ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 3.13% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #6 holding.
  • 414 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.