Oasis Advisors
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Oasis Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Oasis Advisors’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 		$3.93M Buy
18,966
+2,747
+17% +$641K 1.65% 19
2026
Q2 		$3.93M Buy
+16,219
New +$3.69M 2.55% 9

Other funds holding ITA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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

Oasis Advisors's ITA Position: Q3 2026 in Review

Oasis Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 17% in Q3 2026, buying an estimated $641K and bringing the position to 18,966 shares worth $3.93M. The position accounts for 1.65% of the portfolio, ranked #19.

Oasis Advisors first reported a position in ITA in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.93M in Q2 2026. 425 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Oasis Advisors held 18,966 shares of iShares US Aerospace & Defense ETF worth $3.93M as of Q3 2026.
  • Oasis Advisors bought 2,747 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $641K.
  • iShares US Aerospace & Defense ETF made up 1.65% of Oasis Advisors's portfolio in Q3 2026, its #19 holding.
  • Oasis Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2026 and has held it in 2 quarters since.
  • Oasis Advisors's iShares US Aerospace & Defense ETF position peaked at $3.93M in Q2 2026.
  • 425 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.