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

Bulwark 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 		$126K Hold
1,821
– – 0.07% 67
2026
Q2 		$147K Sell
1,821
-390
-18% -$29.6K 0.08% 57
2026
Q1 		$161K Hold
2,211
– – 0.1% 55
2025
Q4 		$158K Sell
2,211
-39
-2% -$2.72K 0.11% 55
2025
Q3 		$157K Sell
2,250
-246
-10% -$16.2K 0.12% 54
2025
Q2 		$157K Buy
+2,496
New +$138K 0.13% 50

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Bulwark Capital's ITA Position: Q3 2026 in Review

Bulwark Capital held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2026 at 1,821 shares worth $126K. The position accounts for 0.07% of the portfolio, ranked #67.

Bulwark Capital first reported a position in ITA in Q2 2025 and has held it in 6 quarters since. The position peaked at $161K in Q1 2026. 705 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Bulwark Capital held 1,821 shares of iShares US Aerospace & Defense ETF worth $126K as of Q3 2026.
  • Bulwark Capital left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2026.
  • iShares US Aerospace & Defense ETF made up 0.07% of Bulwark Capital's portfolio in Q3 2026, its #67 holding.
  • Bulwark Capital first reported a position in iShares US Aerospace & Defense ETF in Q2 2025 and has held it in 6 quarters since.
  • Bulwark Capital's iShares US Aerospace & Defense ETF position peaked at $161K in Q1 2026.
  • 705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

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