Obsidian Personal Planning Solutions’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Obsidian Personal Planning Solutions’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
2025 Q3	$380K	Hold	1,761	–	–	0.13%	65
2025 Q2	$332K	Hold	1,761	–	–	0.13%	66
2025 Q1	$276K	Hold	1,761	–	–	0.12%	73
2024 Q4	$276K	Hold	1,761	–	–	0.13%	69
2024 Q3	$254K	Hold	1,761	–	–	0.13%	72
2024 Q2	$233K	Hold	1,761	–	–	0.14%	82
2024 Q1	$229K	Hold	1,761	–	–	0.15%	83
2023 Q4	$223K	Buy	+1,761	New	+$203K	0.17%	74
2023 Q3	–	Sell	-1,761	Closed	-$205K	–	77
2023 Q2	$205K	Hold	1,761	–	–	0.25%	71
2023 Q1	$203K	Buy	+1,761	New	+$200K	0.3%	53

Other funds holding ITA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Obsidian Personal Planning Solutions's ITA Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2025 at 1,761 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #65.

Obsidian Personal Planning Solutions first reported a position in ITA in Q1 2023 and has held it in 10 quarters since. 880 funds tracked by Wall St. Rank hold ITA as of Q3 2025.

Obsidian Personal Planning Solutions held 1,761 shares of iShares US Aerospace & Defense ETF worth $380K as of Q3 2025.
Obsidian Personal Planning Solutions left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2025.
iShares US Aerospace & Defense ETF made up 0.13% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #65 holding.
Obsidian Personal Planning Solutions first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and has held it in 10 quarters since.
880 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.