Surience Private Wealth
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Surience Private Wealth’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Surience Private Wealth’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
-19,487
Closed -$4.72M – 49
2026
Q2 		$4.72M Buy
+19,487
New +$4.44M 4.15% 6
2025
Q4 		– Sell
-64,527
Closed -$13.5M – 39
2025
Q3 		$13.5M Sell
64,527
-2,600
-4% -$512K 12.34% 2
2025
Q2 		$12.7M Buy
+67,127
New +$11.1M 11.9% 2
2023
Q2 		– Sell
-96,614
Closed -$11.1M – 32
2023
Q1 		$11.1M Buy
+96,614
New +$11M 16.38% 2

Other funds holding ITA

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Cadent Capital Advisors
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Stone House Investment Management
Stone House Investment Management Tunkhannock, Pennsylvania $768M AUM 12.07% 1-Year Est. Return

Surience Private Wealth's ITA Position: Q3 2026 in Review

Surience Private Wealth sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2026, closing a stake of 19,487 shares — an estimated $4.72M sold.

Surience Private Wealth first reported a position in ITA in Q1 2023 and held it in 4 quarters. The position peaked at $13.5M in Q3 2025. 311 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Surience Private Wealth reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • Surience Private Wealth sold 19,487 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $4.72M.
  • Surience Private Wealth first reported a position in iShares US Aerospace & Defense ETF in Q1 2023 and held it in 4 quarters.
  • Surience Private Wealth's iShares US Aerospace & Defense ETF position peaked at $13.5M in Q3 2025.
  • 311 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Surience Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.