LPWM LLC’s iShares US Aerospace & Defense ETF ITA Stock Holding History

LPWM LLC’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	$407K	Hold	1,967	–	–	0.09%	73
2026 Q2	$477K	Buy	1,967 +1	+0.1%	+$228	0.11%	73
2026 Q1	$430K	Hold	1,966	–	–	0.11%	69
2025 Q4	$422K	Buy	1,966 +2	+0.1%	+$419	0.11%	69
2025 Q3	$411K	Buy	1,964 +6	+0.3%	+$1.18K	0.11%	63
2025 Q2	$369K	Hold	1,958	–	–	0.11%	63
2025 Q1	$300K	Hold	1,958	–	–	0.1%	66
2024 Q4	$285K	Hold	1,958	–	–	0.09%	65
2024 Q3	$294K	Hold	1,958	–	–	0.1%	64
2024 Q2	$261K	Buy	1,958 +5	+0.3%	+$663	0.09%	64
2024 Q1	$252K	Hold	1,953	–	–	0.09%	63
2023 Q4	$242K	Buy	+1,953	New	+$226K	0.1%	64

Other funds holding ITA

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Vestor Capital Chicago, Illinois $1.59B AUM 24.72% 1-Year Est. Return

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

LPWM LLC's ITA Position: Q3 2026 in Review

LPWM LLC held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2026 at 1,967 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #73.

LPWM LLC first reported a position in ITA in Q4 2023 and has held it in 12 quarters since. The position peaked at $477K in Q2 2026. 502 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

LPWM LLC held 1,967 shares of iShares US Aerospace & Defense ETF worth $407K as of Q3 2026.
LPWM LLC left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2026.
iShares US Aerospace & Defense ETF made up 0.09% of LPWM LLC's portfolio in Q3 2026, its #73 holding.
LPWM LLC first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 12 quarters since.
LPWM LLC's iShares US Aerospace & Defense ETF position peaked at $477K in Q2 2026.
502 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.