Cypress Wealth Services
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Cypress Wealth Services’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Cypress Wealth Services’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 		$324K Sell
4,671
-2,268
-33% -$176K 0.04% 319
2026
Q2 		$561K Buy
6,939
+1,323
+24% +$100K 0.07% 216
2026
Q1 		$410K Sell
5,616
-23,733
-81% -$1.85M 0.06% 251
2025
Q4 		$2.1M Buy
29,349
+6,537
+29% +$456K 0.29% 69
2025
Q3 		$1.59M Buy
+22,812
New +$1.5M 0.26% 70

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

Cypress Wealth Services's ITA Position: Q3 2026 in Review

Cypress Wealth Services reduced its iShares US Aerospace & Defense ETF (ITA) stake by 33% in Q3 2026, selling an estimated $176K and leaving 4,671 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #319.

Cypress Wealth Services first reported a position in ITA in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.1M in Q4 2025. 705 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Cypress Wealth Services held 4,671 shares of iShares US Aerospace & Defense ETF worth $324K as of Q3 2026.
  • Cypress Wealth Services sold 2,268 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $176K.
  • iShares US Aerospace & Defense ETF made up 0.04% of Cypress Wealth Services's portfolio in Q3 2026, its #319 holding.
  • Cypress Wealth Services first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 5 quarters since.
  • Cypress Wealth Services's iShares US Aerospace & Defense ETF position peaked at $2.1M in Q4 2025.
  • 705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.