Silver Oak Securities
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Silver Oak Securities’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Silver Oak Securities’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
-3,570
Closed -$289K – 846
2026
Q2 		$289K Buy
3,570
+612
+21% +$46.5K 0.02% 654
2026
Q1 		$216K Buy
+2,958
New +$231K 0.02% 707

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Phoenix Financial
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Silver Oak Securities's ITA Position: Q3 2026 in Review

Silver Oak Securities sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2026, closing a stake of 3,570 shares — an estimated $289K sold.

Silver Oak Securities first reported a position in ITA in Q1 2026 and held it in 2 quarters. The position peaked at $289K in Q2 2026. 705 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Silver Oak Securities reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • Silver Oak Securities sold 3,570 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $289K.
  • Silver Oak Securities first reported a position in iShares US Aerospace & Defense ETF in Q1 2026 and held it in 2 quarters.
  • Silver Oak Securities's iShares US Aerospace & Defense ETF position peaked at $289K in Q2 2026.
  • 705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Silver Oak Securities's 13F filing for Q3 2026, filed 9 Nov 2026.