One Advisory Partners
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One Advisory Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

One Advisory 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 		– Sell
-3,024
Closed -$244K – 75
2026
Q2 		$244K Sell
3,024
-171
-5% -$13K 0.07% 64
2026
Q1 		$233K Sell
3,195
-987
-24% -$77K 0.07% 65
2025
Q4 		$299K Buy
4,182
+327
+8% +$22.8K 0.09% 58
2025
Q3 		$269K Buy
+3,855
New +$253K 0.08% 60

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
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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

One Advisory Partners's ITA Position: Q3 2026 in Review

One Advisory Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2026, closing a stake of 3,024 shares — an estimated $244K sold.

One Advisory Partners first reported a position in ITA in Q3 2025 and held it in 4 quarters. The position peaked at $299K in Q4 2025. 653 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • One Advisory Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • One Advisory Partners sold 3,024 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $244K.
  • One Advisory Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and held it in 4 quarters.
  • One Advisory Partners's iShares US Aerospace & Defense ETF position peaked at $299K in Q4 2025.
  • 653 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on One Advisory Partners's 13F filing for Q3 2026, filed 22 Oct 2026.