Interchange Capital Partners
ITA icon

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
Q3 		$608K Sell
8,805
-42
-0.5% -$3.27K 0.1% 174
2026
Q2 		$715K Buy
8,847
+819
+10% +$62.2K 0.13% 156
2026
Q1 		$407K Sell
8,028
-10,101
-56% -$788K 0.13% 165
2025
Q4 		$1.3M Sell
18,129
-558
-3% -$38.9K 0.24% 88
2025
Q3 		$1.3M Buy
18,687
+9,042
+94% +$594K 0.26% 75
2025
Q2 		$606K Sell
9,645
-252
-3% -$13.9K 0.14% 131
2025
Q1 		$503K Buy
9,897
+1,788
+22% +$91K 0.14% 139
2024
Q4 		$393K Sell
8,109
-1,056
-12% -$53K 0.14% 157
2024
Q3 		$457K Sell
9,165
-4,731
-34% -$222K 0.16% 151
2024
Q2 		$612K Sell
13,896
-6
-0% -$265 0.22% 116
2024
Q1 		$617K Buy
13,902
+1,263
+10% +$52.8K 0.42% 62
2023
Q4 		$533K Sell
12,639
-2,796
-18% -$108K 0.4% 66
2023
Q3 		$494K Buy
15,435
+120
+0.8% +$4.56K 0.39% 66
2023
Q2 		$596K Sell
15,315
-261
-2% -$9.9K 0.45% 58
2023
Q1 		$598K Buy
15,576
+7,155
+85% +$271K 0.32% 79
2022
Q4 		$314K Buy
8,421
+960
+13% +$34.1K 0.32% 75
2022
Q3 		$226K Buy
+7,461
New +$251K 0.25% 125
2021
Q1 		– Sell
-1,110
Closed -$35K – 659
2020
Q4 		$35K Buy
+1,110
New +$32.5K 0.02% 480

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

Interchange Capital Partners's ITA Position: Q3 2026 in Review

Interchange Capital Partners reduced its iShares US Aerospace & Defense ETF (ITA) stake by 0.47% in Q3 2026, selling an estimated $3.27K and leaving 8,805 shares worth $608K. The position accounts for 0.1% of the portfolio, ranked #174.

Interchange Capital Partners first reported a position in ITA in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.3M in Q3 2025. 714 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Interchange Capital Partners held 8,805 shares of iShares US Aerospace & Defense ETF worth $608K as of Q3 2026.
  • Interchange Capital Partners sold 42 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $3.27K.
  • iShares US Aerospace & Defense ETF made up 0.1% of Interchange Capital Partners's portfolio in Q3 2026, its #174 holding.
  • Interchange Capital Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 18 quarters since.
  • Interchange Capital Partners's iShares US Aerospace & Defense ETF position peaked at $1.3M in Q3 2025.
  • 714 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.