AIM
ITA icon

Archer Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Archer Investment Management’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 		– Sell
-873
Closed -$212K – 124
2026
Q2 		$212K Sell
873
-130
-13% -$29.6K 0.07% 107
2026
Q1 		$219K Sell
1,003
-4,222
-81% -$988K 0.09% 99
2025
Q4 		$1.12M Sell
5,225
-2,208
-30% -$462K 0.6% 50
2025
Q3 		$1.56M Buy
+7,433
New +$1.46M 0.96% 28

Other funds holding ITA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $209M AUM 15.92% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Archer Investment Management's ITA Position: Q3 2026 in Review

Archer Investment Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2026, closing a stake of 873 shares — an estimated $212K sold.

Archer Investment Management first reported a position in ITA in Q3 2025 and held it in 4 quarters. The position peaked at $1.56M in Q3 2025. 137 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Archer Investment Management reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • Archer Investment Management sold 873 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $212K.
  • Archer Investment Management first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and held it in 4 quarters.
  • Archer Investment Management's iShares US Aerospace & Defense ETF position peaked at $1.56M in Q3 2025.
  • 137 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Archer Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.