CX Institutional
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CX Institutional’s iShares US Aerospace & Defense ETF ITA Stock Holding History

CX Institutional’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 		$5.96M Buy
86,301
+14,049
+19% +$1.09M 0.16% 148
2026
Q2 		$5.84M Sell
72,252
-684
-0.9% -$51.9K 0.17% 141
2026
Q1 		$5.32M Buy
72,936
+68,145
+1,422% +$5.31M 0.16% 156
2025
Q4 		$343K Sell
4,791
-201
-4% -$14K 0.01% 530
2025
Q3 		$348K Buy
4,992
+4,710
+1,670% +$309K 0.01% 527
2025
Q2 		$18K Sell
282
-8,328
-97% -$461K ﹤0.01% 971
2025
Q1 		$439K Buy
8,610
+8,313
+2,799% +$423K 0.02% 400
2024
Q4 		$14.4K Buy
+297
New +$14.9K ﹤0.01% 530
2024
Q1 		– Sell
-387
Closed -$16.3K – 558
2023
Q4 		$16.3K Sell
387
-9,420
-96% -$363K ﹤0.01% 520
2023
Q3 		$346K Buy
+9,807
New +$373K 0.02% 375
2023
Q1 		– Sell
-131,292
Closed -$4.9M – 529
2022
Q4 		$4.9M Buy
+131,292
New +$4.66M 0.3% 84
2022
Q3 		– Sell
-504
Closed -$17K – 804
2022
Q2 		$17K Buy
+504
New +$17.3K ﹤0.01% 872
2022
Q1 		– Sell
-26,199
Closed -$898K – 384
2021
Q4 		$898K Sell
26,199
-32,952
-56% -$1.15M 0.07% 211
2021
Q3 		$2.06M Buy
59,151
+58,632
+11,297% +$2.07M 0.17% 143
2021
Q2 		$19K Sell
519
-699
-57% -$25.1K ﹤0.01% 749
2021
Q1 		$42K Sell
1,218
-1,716
-58% -$55.8K ﹤0.01% 524
2020
Q4 		$92K Sell
2,934
-56,538
-95% -$1.66M 0.01% 373
2020
Q3 		$1.57M Sell
59,472
-882
-1% -$24.1K 0.17% 152
2020
Q2 		$1.66M Buy
60,354
+60,264
+66,960% +$1.58M 0.22% 128
2020
Q1 		$2K Sell
90
-36
-29% -$1.23K ﹤0.01% 675
2019
Q4 		$5K Hold
126
– – ﹤0.01% 548
2019
Q3 		$5K Sell
126
-102
-45% -$3.72K ﹤0.01% 583
2019
Q2 		$8K Sell
228
-37,590
-99% -$1.3M ﹤0.01% 529
2019
Q1 		$1.26M Buy
37,818
+8,034
+27% +$262K 0.22% 113
2018
Q4 		$858K Buy
+29,784
New +$957K 0.18% 99

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

CX Institutional's ITA Position: Q3 2026 in Review

CX Institutional increased its iShares US Aerospace & Defense ETF (ITA) stake by 19% in Q3 2026, buying an estimated $1.09M and bringing the position to 86,301 shares worth $5.96M. The position accounts for 0.16% of the portfolio, ranked #148.

CX Institutional first reported a position in ITA in Q4 2018 and has held it in 25 quarters since. 684 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • CX Institutional held 86,301 shares of iShares US Aerospace & Defense ETF worth $5.96M as of Q3 2026.
  • CX Institutional bought 14,049 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $1.09M.
  • iShares US Aerospace & Defense ETF made up 0.16% of CX Institutional's portfolio in Q3 2026, its #148 holding.
  • CX Institutional first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and has held it in 25 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.