Stonebridge Financial Group, LLC/CA’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$4.86M	Buy	+20,067	New	+$4.57M	0.67%	33

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's ITA Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 20,067 shares worth $4.86M. The stake represents 0.67% of the portfolio and ranks #33 among its holdings.

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

Stonebridge Financial Group, LLC/CA held 20,067 shares of iShares US Aerospace & Defense ETF worth $4.86M as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.67% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #33 holding.
895 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.