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Upcoming ITA split of 3:1 in 19 days (5 Nov 2026)
iShares U.S. Aerospace & Defense ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Holly Skipper Verum Partners LLC | 1,107 | $268,473 | $232,270.74 | -$36,202.26 | -13.48% |
 Belena Vincetti Fortis Capital Advisors LLC | 961 | $232,966 | $200,560.7 | -$32,405.3 | -13.91% |
 Jeffrey D. Munjack JDM Financial Group LLC | 1,496 | $173,857.36 | $312,379.76 | $138,522.4 | 79.68% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,386 | $512,184.64 | $497,791.18 | -$14,393.46 | -2.81% |
 Stephen Smith Kestra Investment Management LLC | 1,406 | $340,960 | $293,249.42 | -$47,710.58 | -13.99% |
 Scott Register Register Financial Advisors LLC | 2,949 | $449,281.88 | $614,984.46 | $165,702.58 | 36.88% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,470 | $1.04M | $1.56M | $522,132.49 | 50.36% |
 Timothy J. Videnka Forza Wealth Management LLC | 1,210 | $253,205 | $253,870.1 | $665.1 | 0.26% |
 Kevin Gray Lodestar Private Asset Management LLC | 8,801 | $984,448.82 | $1.84M | $856,720.38 | 87.03% |
 Amy Ardeel Icon Wealth Advisors LLC | 12,371 | $2.62M | $2.58M | -$35,966.47 | -1.37% |
 Joseph A. Feste KM Capital Management Ltd. | 12,702 | $3.08M | $2.6M | -$477,468.34 | -15.51% |
 Dean Pelos Commonwealth Retirement Investments LLC | 587 | $142,301 | $122,483.42 | -$19,817.58 | -13.93% |
 Bepin Serraj Richard W. Paul & Associates LLC | 3 | $727 | $626.89 | -$100.11 | -13.77% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 176 | $26,403.79 | $36,798.08 | $10,394.29 | 39.37% |
 Walter J. West Milestone Asset Management LLC | 2,728 | $549,112.54 | $564,477.76 | $15,365.22 | 2.8% |
 Moises Valladares Insigneo Advisory Services LLC | 15,859 | $2.8M | $3.31M | $508,810.64 | 18.15% |
 David Stevens Stevens Capital Partners | 1,239 | $276,282.38 | $261,317.49 | -$14,964.89 | -5.42% |
 Scott Paschal Financial Partners Group LLC | 8,346 | $1.57M | $1.72M | $141,839.63 | 9.01% |
 Robert B. LaRue Owen LaRue LLC | 7,888 | $995,957.67 | $1.66M | $665,649.53 | 66.84% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 18,516 | $4.2M | $3.82M | -$385,737.93 | -9.18% |
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