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

Legacy Financial Group (Iowa)’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
Q1 		– Sell
-18,098
Closed -$4.13M – 123
2025
Q4 		$4.13M Buy
18,098
+915
+5% +$192K 0.51% 41
2025
Q3 		$3.6M Buy
+17,183
New +$3.38M 0.47% 43

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ITA Position: Q1 2026 in Review

Legacy Financial Group (Iowa) sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2026, closing a stake of 18,098 shares — an estimated $4.13M sold.

Legacy Financial Group (Iowa) first reported a position in ITA in Q3 2025 and held it in 2 quarters. The position peaked at $4.13M in Q4 2025. 1,032 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Legacy Financial Group (Iowa) reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 18,098 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $4.13M.
  • Legacy Financial Group (Iowa) first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s iShares US Aerospace & Defense ETF position peaked at $4.13M in Q4 2025.
  • 1,032 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.