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Symphony Financial Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Symphony Financial Services’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 		$840K Buy
3,467
+596
+21% +$136K 0.38% 41
2026
Q1 		$628K Buy
2,871
+200
+7% +$46.8K 0.32% 47
2025
Q4 		$573K Buy
2,671
+150
+6% +$31.4K 0.29% 52
2025
Q3 		$527K Sell
2,521
-96
-4% -$18.9K 0.28% 53
2025
Q2 		$494K Sell
2,617
-6
-0.2% -$996 0.29% 47
2025
Q1 		$402K Sell
2,623
-24
-0.9% -$3.67K 0.26% 50
2024
Q4 		$385K Buy
2,647
+25
+1% +$3.77K 0.31% 49
2024
Q3 		$392K Buy
2,622
+250
+11% +$35.3K 0.33% 49
2024
Q2 		$316K Buy
+2,372
New +$315K 0.27% 59

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Symphony Financial Services's ITA Position: Q2 2026 in Review

Symphony Financial Services increased its iShares US Aerospace & Defense ETF (ITA) stake by 21% in Q2 2026, buying an estimated $136K and bringing the position to 3,467 shares worth $840K. The position accounts for 0.38% of the portfolio, ranked #41.

Symphony Financial Services first reported a position in ITA in Q2 2024 and has held it in 9 quarters since. 263 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Symphony Financial Services held 3,467 shares of iShares US Aerospace & Defense ETF worth $840K as of Q2 2026.
  • Symphony Financial Services bought 596 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $136K.
  • iShares US Aerospace & Defense ETF made up 0.38% of Symphony Financial Services's portfolio in Q2 2026, its #41 holding.
  • Symphony Financial Services first reported a position in iShares US Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
  • 263 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.