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

Interchange Capital 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
Q2 		$715K Buy
2,949
+273
+10% +$62.2K 0.13% 156
2026
Q1 		$407K Sell
2,676
-3,367
-56% -$788K 0.13% 165
2025
Q4 		$1.3M Sell
6,043
-186
-3% -$38.9K 0.24% 88
2025
Q3 		$1.3M Buy
6,229
+3,014
+94% +$594K 0.26% 75
2025
Q2 		$606K Sell
3,215
-84
-3% -$13.9K 0.14% 131
2025
Q1 		$503K Buy
3,299
+596
+22% +$91K 0.14% 139
2024
Q4 		$393K Sell
2,703
-352
-12% -$53K 0.14% 157
2024
Q3 		$457K Sell
3,055
-1,577
-34% -$222K 0.16% 151
2024
Q2 		$612K Sell
4,632
-2
-0% -$265 0.22% 116
2024
Q1 		$617K Buy
4,634
+421
+10% +$52.8K 0.42% 62
2023
Q4 		$533K Sell
4,213
-932
-18% -$108K 0.4% 66
2023
Q3 		$494K Buy
5,145
+40
+0.8% +$4.56K 0.39% 66
2023
Q2 		$596K Sell
5,105
-87
-2% -$9.89K 0.45% 58
2023
Q1 		$598K Buy
5,192
+2,385
+85% +$271K 0.32% 79
2022
Q4 		$314K Buy
2,807
+320
+13% +$34.1K 0.32% 75
2022
Q3 		$226K Buy
+2,487
New +$251K 0.25% 125
2021
Q1 		– Sell
-370
Closed -$35K – 659
2020
Q4 		$35K Buy
+370
New +$32.5K 0.02% 480

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Interchange Capital Partners's ITA Position: Q2 2026 in Review

Interchange Capital Partners increased its iShares US Aerospace & Defense ETF (ITA) stake by 10% in Q2 2026, buying an estimated $62.2K and bringing the position to 2,949 shares worth $715K. The position accounts for 0.13% of the portfolio, ranked #156.

Interchange Capital Partners first reported a position in ITA in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.3M in Q3 2025. 200 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Interchange Capital Partners held 2,949 shares of iShares US Aerospace & Defense ETF worth $715K as of Q2 2026.
  • Interchange Capital Partners bought 273 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $62.2K.
  • iShares US Aerospace & Defense ETF made up 0.13% of Interchange Capital Partners's portfolio in Q2 2026, its #156 holding.
  • Interchange Capital Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 17 quarters since.
  • Interchange Capital Partners's iShares US Aerospace & Defense ETF position peaked at $1.3M in Q3 2025.
  • 200 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.