Legacy Advisory Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Legacy Advisory Services’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	$366K	Buy	+1,765	New	+$412K	0.26%	58

Other funds holding ITA

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Legacy Advisory Services's ITA Position: Q3 2026 in Review

Legacy Advisory Services opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2026: 1,765 shares worth $366K. The stake represents 0.26% of the portfolio and ranks #58 among its holdings.

362 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Legacy Advisory Services held 1,765 shares of iShares US Aerospace & Defense ETF worth $366K as of Q3 2026.
iShares US Aerospace & Defense ETF was a new Legacy Advisory Services position in Q3 2026.
iShares US Aerospace & Defense ETF made up 0.26% of Legacy Advisory Services's portfolio in Q3 2026, its #58 holding.
362 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.