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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 (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 1,080 | $236,250 | $221,821.2 | -$14,428.8 | -6.11% |
 Jae Cho Marex Group plc | 1,816 | $397,250 | $372,434.36 | -$24,815.64 | -6.25% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,786 | $5.32M | $5.12M | -$204,784.55 | -3.85% |
 Kevin Bresler TD Waterhouse Canada Inc. | 48,878 | $10.46M | $10.22M | -$239,162.9 | -2.29% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 52,866 | $9.82M | $11.05M | $1.23M | 12.57% |
 Charles Corkery PUREfi Wealth, LLC | 1,085 | $263,026 | $227,665.55 | -$35,360.45 | -13.44% |
 James Rankin Modern Wealth Management, LLC | 2,872 | $621,085.14 | $590,296.52 | -$30,788.62 | -4.96% |
 KKM Financial LLC KKM Financial LLC | 3,484 | $445,072.78 | $733,695.56 | $288,622.78 | 64.85% |
 Joseph C. Gissy Tactive Advisors, LLC | 1,500 | $324,065 | $313,845 | -$10,220 | -3.15% |
 David Vollmer PFS Partners, LLC | 191 | $35,009.97 | $39,892.26 | $4,882.29 | 13.95% |
 Benj Foor Frazier Financial Advisors, LLC | 417 | $55,002.29 | $87,186.36 | $32,184.07 | 58.51% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 917 | $196,919.2 | $192,404.94 | -$4,514.26 | -2.29% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 6,040 | $1.46M | $1.27M | -$194,729 | -13.3% |
 Amir Har-El Savvy Advisors, Inc. | 2,015 | $451,368.54 | $414,022.05 | -$37,346.49 | -8.27% |
 Ann Keitner Quantum Portfolio Management LLC | 2,297 | $407,764.23 | $479,085.29 | $71,321.06 | 17.49% |
 David W. Lewis Lewis Asset Management, LLC | 2,276 | $294,046.95 | $476,275.76 | $182,228.81 | 61.97% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 1,311 | $282,096.86 | $273,605.7 | -$8,491.16 | -3.01% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,430 | $331,254.79 | $299,156 | -$32,098.79 | -9.69% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 2,150 | $272,190.37 | $440,975.75 | $168,785.38 | 62.01% |
 Brad Sayre Shared Vision Wealth Group LLC | 1,052 | $254,980 | $217,411.58 | -$37,568.42 | -14.73% |
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