LifeSteps Financial’s iShares US Aerospace & Defense ETF ITA Stock Holding History

LifeSteps Financial’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	$51.2K	Buy	+211	New	+$48K	0.02%	212

Other funds holding ITA

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 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

LifeSteps Financial's ITA Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 211 shares worth $51.2K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings.

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

LifeSteps Financial held 211 shares of iShares US Aerospace & Defense ETF worth $51.2K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new LifeSteps Financial position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #212 holding.
468 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.