Pinnacle Wealth Management Advisory Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$445K	Buy	1,834 +71	+4%	+$16.2K	0.03%	320
2026 Q1	$386K	Sell	1,763 -2	-0.1%	-$468	0.03%	339
2025 Q4	$379K	Buy	+1,765	New	+$370K	0.03%	338

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's ITA Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares US Aerospace & Defense ETF (ITA) stake by 4% in Q2 2026, buying an estimated $16.2K and bringing the position to 1,834 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #320.

Pinnacle Wealth Management Advisory Group first reported a position in ITA in Q4 2025 and has held it in 3 quarters since. 1,045 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 1,834 shares of iShares US Aerospace & Defense ETF worth $445K as of Q2 2026.
Pinnacle Wealth Management Advisory Group bought 71 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $16.2K.
iShares US Aerospace & Defense ETF made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #320 holding.
Pinnacle Wealth Management Advisory Group first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
1,045 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.