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

Montgomery Financial 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 Q2	$7.27K	Buy	+30	New	+$6.83K	0.01%	199

Other funds holding ITA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Montgomery Financial Services's ITA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 30 shares worth $7.27K. The stake represents 0.01% of the portfolio and ranks #199 among its holdings.

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

Montgomery Financial Services held 30 shares of iShares US Aerospace & Defense ETF worth $7.27K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Montgomery Financial Services position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #199 holding.
995 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.