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

Root Financial 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 		$27.1K Buy
+393
New +$30.6K ﹤0.01% 1389
2026
Q2 		– Sell
-42
Closed -$3.06K – 1798
2026
Q1 		$3.06K Buy
42
+12
+40% +$936 ﹤0.01% 2146
2025
Q4 		$2.15K Buy
30
+21
+233% +$1.46K ﹤0.01% 1977
2025
Q3 		$628 Buy
+9
New +$591 ﹤0.01% 2121

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
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

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

Root Financial Partners opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2026: 393 shares worth $27.1K. The stake represents ﹤0.01% of the portfolio and ranks #1389 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ITA as recently as Q1 2026.

Root Financial Partners first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Root Financial Partners held 393 shares of iShares US Aerospace & Defense ETF worth $27.1K as of Q3 2026.
  • iShares US Aerospace & Defense ETF was a new Root Financial Partners position in Q3 2026.
  • iShares US Aerospace & Defense ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1389 holding.
  • Root Financial Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.