Pension & Wealth Management Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Pension & Wealth Management Advisors’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	$72.7K	Buy	+300	New	+$68.3K	0.02%	277

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

Pension & Wealth Management Advisors's ITA Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 300 shares worth $72.7K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings.

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

Pension & Wealth Management Advisors held 300 shares of iShares US Aerospace & Defense ETF worth $72.7K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Pension & Wealth Management Advisors position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #277 holding.
995 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.