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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Family Advisors's ITA Position: Q2 2025 in Review

Pinnacle Family Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2025, closing a stake of 5,757 shares — an estimated $881K sold.

Pinnacle Family Advisors first reported a position in ITA in Q2 2024 and held it in 2 quarters. The position peaked at $881K in Q1 2025. 751 funds tracked by Wall St. Rank hold ITA as of Q2 2025.

  • Pinnacle Family Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Family Advisors sold 5,757 iShares US Aerospace & Defense ETF shares in Q2 2025, an estimated $881K.
  • Pinnacle Family Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2024 and held it in 2 quarters.
  • Pinnacle Family Advisors's iShares US Aerospace & Defense ETF position peaked at $881K in Q1 2025.
  • 751 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2025.

Based on Pinnacle Family Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.