Quantum Financial Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$262K Buy
3,801
+198
+5% +$15.4K 0.14% 127
2026
Q2
$291K Buy
+3,603
New +$273K 0.15% 112

Other funds holding ITA

Quantum Financial Partners's ITA Position: Q3 2026 in Review

Quantum Financial Partners increased its iShares US Aerospace & Defense ETF (ITA) stake by 5.5% in Q3 2026, buying an estimated $15.4K and bringing the position to 3,801 shares worth $262K. The position accounts for 0.14% of the portfolio, ranked #127.

Quantum Financial Partners first reported a position in ITA in Q2 2026 and has held it in 2 quarters since. The position peaked at $291K in Q2 2026. 866 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Quantum Financial Partners held 3,801 shares of iShares US Aerospace & Defense ETF worth $262K as of Q3 2026.
  • Quantum Financial Partners bought 198 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $15.4K.
  • iShares US Aerospace & Defense ETF made up 0.14% of Quantum Financial Partners's portfolio in Q3 2026, its #127 holding.
  • Quantum Financial Partners first reported a position in iShares US Aerospace & Defense ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's iShares US Aerospace & Defense ETF position peaked at $291K in Q2 2026.
  • 866 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.