Schuylkill Financial LLC’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Schuylkill Financial LLC’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	$962K	Buy	+3,967	New	+$903K	0.89%	31

Other funds holding ITA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Schuylkill Financial LLC's ITA Position: Q2 2026 in Review

Schuylkill Financial LLC opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 3,967 shares worth $962K. The stake represents 0.89% of the portfolio and ranks #31 among its holdings.

965 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

Schuylkill Financial LLC held 3,967 shares of iShares US Aerospace & Defense ETF worth $962K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Schuylkill Financial LLC position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.89% of Schuylkill Financial LLC's portfolio in Q2 2026, its #31 holding.
965 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Schuylkill Financial LLC's 13F filing for Q2 2026, filed 7 Aug 2026.