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Pinnacle Family Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Pinnacle Family 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 		$320K Buy
+1,320
New +$301K 0.13% 112
2025
Q2 		– Sell
-5,757
Closed -$881K – 129
2025
Q1 		$881K Buy
+5,757
New +$879K 0.48% 46
2024
Q3 		– Sell
-3,219
Closed -$425K – 121
2024
Q2 		$425K Buy
+3,219
New +$427K 0.23% 69

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Family Advisors's ITA Position: Q2 2026 in Review

Pinnacle Family Advisors opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 1,320 shares worth $320K. The stake represents 0.13% of the portfolio and ranks #112 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in ITA as recently as Q1 2025.

Pinnacle Family Advisors first reported a position in ITA in Q2 2024 and has held it in 3 quarters since. The position peaked at $881K in Q1 2025. 1,040 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Pinnacle Family Advisors held 1,320 shares of iShares US Aerospace & Defense ETF worth $320K as of Q2 2026.
  • iShares US Aerospace & Defense ETF was a new Pinnacle Family Advisors position in Q2 2026.
  • iShares US Aerospace & Defense ETF made up 0.13% of Pinnacle Family Advisors's portfolio in Q2 2026, its #112 holding.
  • Pinnacle Family Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2024 and has held it in 3 quarters since.
  • Pinnacle Family Advisors's iShares US Aerospace & Defense ETF position peaked at $881K in Q1 2025.
  • 1,040 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.