JB Capital
ITA icon

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

JB Capital’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 		$1.42M Buy
6,865
+2,139
+45% +$499K 0.05% 120
2026
Q2 		$1.15M Buy
4,726
+882
+23% +$201K 0.04% 136
2026
Q1 		$841K Sell
3,844
-156,373
-98% -$36.6M 0.03% 148
2025
Q4 		$34.4M Buy
160,217
+2,027
+1% +$424K 1.4% 16
2025
Q3 		$33.1M Buy
+158,190
New +$31.2M 1.43% 16

Other funds holding ITA

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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Stone House Investment Management
Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

JB Capital's ITA Position: Q3 2026 in Review

JB Capital increased its iShares US Aerospace & Defense ETF (ITA) stake by 45% in Q3 2026, buying an estimated $499K and bringing the position to 6,865 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #120.

JB Capital first reported a position in ITA in Q3 2025 and has held it in 5 quarters since. The position peaked at $34.4M in Q4 2025. 311 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • JB Capital held 6,865 shares of iShares US Aerospace & Defense ETF worth $1.42M as of Q3 2026.
  • JB Capital bought 2,139 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $499K.
  • iShares US Aerospace & Defense ETF made up 0.05% of JB Capital's portfolio in Q3 2026, its #120 holding.
  • JB Capital first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 5 quarters since.
  • JB Capital's iShares US Aerospace & Defense ETF position peaked at $34.4M in Q4 2025.
  • 311 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.