Position in BA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$749,852
+$57,029 QoQ
Shares Held
3,464
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#1,318
of 2,609 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BA Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IAG Wealth Partners, LLC holds $1,062,057 across 11 Aerospace & Defense names. BA ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
This page
|
3,464 | $749,852 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
246 | $125,290 | |
| 3 | GE |
General Electric Co
|
141 | $52,695 | |
| 4 | FTAI |
FTAI Aviation Ltd.
|
150 | $40,579 | |
| 5 | LHX |
L3harris Technologies, Inc. /De/
|
60 | $17,435 | |
| 6 | DRS |
Leonardo DRS, Inc.
|
400 | $17,068 | |
| 7 | TDG |
TransDigm Group INC
|
12 | $15,984 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
92 | $15,719 |
All Filings in BA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,852 | 3,464 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $692,823 | 3,481 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,079 | 28 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,043 | 28 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,866 | 28 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,775 | 28 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,956 | 28 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,257 | 28 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $14,196 | 78 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $17,755 | 92 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,649 | 14 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $16,484 | 86 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,956 | 14 | Shares | Sole | 2023-08-10 | |
| 2022-09-30 | $5,569 | 46 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $6,289 | 46 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $8,809 | 46 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $10,066 | 50 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,997 | 50 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $11,978 | 50 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $19,104 | 75 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $16,054 | 75 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $45,446 | 275 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $13,747 | 75 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $10,439 | 70 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||