Next Level Wealth Planning’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Next Level Wealth Planning’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	$88.6K	Buy	+1,284	New	+$100K	0.04%	125

Other funds holding ITA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 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

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Next Level Wealth Planning's ITA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2026: 1,284 shares worth $88.6K. The stake represents 0.04% of the portfolio and ranks #125 among its holdings.

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

Next Level Wealth Planning held 1,284 shares of iShares US Aerospace & Defense ETF worth $88.6K as of Q3 2026.
iShares US Aerospace & Defense ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares US Aerospace & Defense ETF made up 0.04% of Next Level Wealth Planning's portfolio in Q3 2026, its #125 holding.
611 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.