StackStone Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

StackStone Wealth’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 Q3	$323K	Buy	+1,558	New	+$363K	0.03%	271

Other funds holding ITA

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

StackStone Wealth's ITA Position: Q3 2026 in Review

StackStone Wealth opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2026: 1,558 shares worth $323K. The stake represents 0.03% of the portfolio and ranks #271 among its holdings.

414 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

StackStone Wealth held 1,558 shares of iShares US Aerospace & Defense ETF worth $323K as of Q3 2026.
iShares US Aerospace & Defense ETF was a new StackStone Wealth position in Q3 2026.
iShares US Aerospace & Defense ETF made up 0.03% of StackStone Wealth's portfolio in Q3 2026, its #271 holding.
414 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.