ORG Wealth Partners
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ORG Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

ORG Wealth 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 		$414 Buy
+6
New +$467 ﹤0.01% 2135
2026
Q2 		– Sell
-5,067
Closed -$369K – 704
2026
Q1 		$369K Hold
5,067
– – 0.07% 162
2025
Q4 		$363K Hold
5,067
– – 0.09% 147
2025
Q3 		$353K Hold
5,067
– – 0.08% 153
2025
Q2 		$312K Buy
5,067
+2,022
+66% +$112K 0.07% 147
2025
Q1 		$157K Buy
+3,045
New +$155K 0.05% 207

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Phoenix Financial
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Commonwealth Equity Services
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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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

ORG Wealth Partners's ITA Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2026: 6 shares worth $414. The stake represents ﹤0.01% of the portfolio and ranks #2135 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in ITA as recently as Q1 2026.

ORG Wealth Partners first reported a position in ITA in Q1 2025 and has held it in 6 quarters since. The position peaked at $369K in Q1 2026. 657 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • ORG Wealth Partners held 6 shares of iShares US Aerospace & Defense ETF worth $414 as of Q3 2026.
  • iShares US Aerospace & Defense ETF was a new ORG Wealth Partners position in Q3 2026.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2135 holding.
  • ORG Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $369K in Q1 2026.
  • 657 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.