SYM Financial Corp’s iShares US Aerospace & Defense ETF ITA Stock Holding History

SYM Financial Corp’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	$36.4K	Hold	150	–	–	﹤0.01%	446
2026 Q1	$32.8K	Hold	150	–	–	﹤0.01%	374
2025 Q4	$32.2K	Sell	150 -100	-40%	-$20.9K	﹤0.01%	372
2025 Q3	$52.3K	Hold	250	–	–	0.01%	363
2025 Q2	$47.2K	Hold	250	–	–	0.01%	363
2025 Q1	$38.3K	Hold	250	–	–	﹤0.01%	315
2024 Q4	$36.3K	Hold	250	–	–	﹤0.01%	287
2024 Q3	$37.4K	Hold	250	–	–	0.01%	230
2024 Q2	$33K	Hold	250	–	–	0.01%	216
2024 Q1	$33K	Hold	250	–	–	0.01%	137
2023 Q4	$31.6K	Hold	250	–	–	0.01%	153
2023 Q3	$26.5K	Buy	+250	New	+$28.5K	﹤0.01%	142
2019 Q1	–	Sell	-100	Closed	-$9K	–	74
2018 Q4	$9K	Buy	+100	New	+$9.64K	﹤0.01%	76

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 22.96% 1-Year Est. Return

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

SYM Financial Corp's ITA Position: Q2 2026 in Review

SYM Financial Corp held its iShares US Aerospace & Defense ETF (ITA) position steady in Q2 2026 at 150 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

SYM Financial Corp first reported a position in ITA in Q4 2018 and has held it in 13 quarters since. The position peaked at $52.3K in Q3 2025. 1,036 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

SYM Financial Corp held 150 shares of iShares US Aerospace & Defense ETF worth $36.4K as of Q2 2026.
SYM Financial Corp left its iShares US Aerospace & Defense ETF share count unchanged in Q2 2026.
iShares US Aerospace & Defense ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #446 holding.
SYM Financial Corp first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 13 quarters since.
SYM Financial Corp's iShares US Aerospace & Defense ETF position peaked at $52.3K in Q3 2025.
1,036 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.