Daymark Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Daymark Wealth Partners’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	$433K	Buy	6,264 +1,614	+35%	+$125K	0.01%	566
2026 Q2	$376K	Buy	4,650 +228	+5%	+$17.3K	0.01%	563
2026 Q1	$322K	Buy	4,422 +87	+2%	+$6.78K	0.01%	556
2025 Q4	$310K	Hold	4,335	–	–	0.01%	485
2025 Q3	$302K	Buy	4,335 +501	+13%	+$32.9K	0.01%	478
2025 Q2	$241K	Buy	+3,834	New	+$212K	0.01%	498
2024 Q4	–	Sell	-4,134	Closed	-$206K	–	507
2024 Q3	$206K	Buy	+4,134	New	+$194K	0.01%	499
2024 Q2	–	Sell	-4,665	Closed	-$205K	–	507
2024 Q1	$205K	Buy	+4,665	New	+$195K	0.01%	413

Other funds holding ITA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Daymark Wealth Partners's ITA Position: Q3 2026 in Review

Daymark Wealth Partners increased its iShares US Aerospace & Defense ETF (ITA) stake by 35% in Q3 2026, buying an estimated $125K and bringing the position to 6,264 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #566.

Daymark Wealth Partners first reported a position in ITA in Q1 2024 and has held it in 8 quarters since. 705 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Daymark Wealth Partners held 6,264 shares of iShares US Aerospace & Defense ETF worth $433K as of Q3 2026.
Daymark Wealth Partners bought 1,614 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $125K.
iShares US Aerospace & Defense ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #566 holding.
Daymark Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q1 2024 and has held it in 8 quarters since.
705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.