Anson Capital’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Anson Capital’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 Q3	$343K	Sell	1,655 -3	-0.2%	-$700	0.22%	69
2026 Q2	$402K	Sell	1,658 -116	-7%	-$26.4K	0.26%	68
2026 Q1	$388K	Sell	1,774 -30	-2%	-$7.02K	0.27%	66
2025 Q4	$387K	Hold	1,804	–	–	0.28%	62
2025 Q3	$378K	Sell	1,804 -1	-0.1%	-$197	0.28%	59
2025 Q2	$340K	Buy	1,805 +70	+4%	+$11.6K	0.27%	60
2025 Q1	$266K	Hold	1,735	–	–	0.23%	64
2024 Q4	$252K	Hold	1,735	–	–	0.22%	58
2024 Q3	$260K	Hold	1,735	–	–	0.23%	58
2024 Q2	$229K	Sell	1,735 -10	-0.6%	-$1.33K	0.23%	61
2024 Q1	$230K	Sell	1,745 -79	-4%	-$9.9K	0.33%	56
2023 Q4	$231K	Buy	+1,824	New	+$211K	0.38%	52

Other funds holding ITA

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Anson Capital's ITA Position: Q3 2026 in Review

Anson Capital reduced its iShares US Aerospace & Defense ETF (ITA) stake by 0.18% in Q3 2026, selling an estimated $700 and leaving 1,655 shares worth $343K. The position accounts for 0.22% of the portfolio, ranked #69.

Anson Capital first reported a position in ITA in Q4 2023 and has held it in 12 quarters since. The position peaked at $402K in Q2 2026. 306 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Anson Capital held 1,655 shares of iShares US Aerospace & Defense ETF worth $343K as of Q3 2026.
Anson Capital sold 3 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $700.
iShares US Aerospace & Defense ETF made up 0.22% of Anson Capital's portfolio in Q3 2026, its #69 holding.
Anson Capital first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and has held it in 12 quarters since.
Anson Capital's iShares US Aerospace & Defense ETF position peaked at $402K in Q2 2026.
306 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.