Planning Strategies Inc.’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Planning Strategies Inc.’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	$303K	Buy	+1,250	New	+$285K	0.19%	56

Other funds holding ITA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Planning Strategies Inc.'s ITA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2026: 1,250 shares worth $303K. The stake represents 0.19% of the portfolio and ranks #56 among its holdings.

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

Planning Strategies Inc. held 1,250 shares of iShares US Aerospace & Defense ETF worth $303K as of Q2 2026.
iShares US Aerospace & Defense ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares US Aerospace & Defense ETF made up 0.19% of Planning Strategies Inc.'s portfolio in Q2 2026, its #56 holding.
410 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.