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Keystone Financial Group (Georgia)’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Keystone Financial Group (Georgia)’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 		$4.66K Hold
19
– – ﹤0.01% 115
2026
Q1 		$4.2K Buy
+19
New +$4.45K ﹤0.01% 118

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CCA
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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

Keystone Financial Group (Georgia)'s ITA Position: Q2 2026 in Review

Keystone Financial Group (Georgia) held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 19 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #115.

Keystone Financial Group (Georgia) first reported a position in ITA in Q1 2026 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Keystone Financial Group (Georgia) held 19 shares of iShares US Aerospace & Defense ETF worth $4.66K as of Q2 2026.
  • Keystone Financial Group (Georgia) left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #115 holding.
  • Keystone Financial Group (Georgia) first reported a position in iShares US Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.