TA
ITA icon

Tactive Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Tactive Advisors’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 		$311K Sell
1,500
-50
-3% -$11.7K 0.07% 213
2026
Q2 		$376K Sell
1,550
-450
-23% -$102K 0.09% 183
2026
Q1 		$438K Buy
2,000
+500
+33% +$117K 0.12% 155
2025
Q4 		$322K Buy
+1,500
New +$314K 0.09% 187

Other funds holding ITA

CCA
Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return

Tactive Advisors's ITA Position: Q3 2026 in Review

Tactive Advisors reduced its iShares US Aerospace & Defense ETF (ITA) stake by 3.2% in Q3 2026, selling an estimated $11.7K and leaving 1,500 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #213.

Tactive Advisors first reported a position in ITA in Q4 2025 and has held it in 4 quarters since. The position peaked at $438K in Q1 2026. 40 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Tactive Advisors held 1,500 shares of iShares US Aerospace & Defense ETF worth $311K as of Q3 2026.
  • Tactive Advisors sold 50 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $11.7K.
  • iShares US Aerospace & Defense ETF made up 0.07% of Tactive Advisors's portfolio in Q3 2026, its #213 holding.
  • Tactive Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
  • Tactive Advisors's iShares US Aerospace & Defense ETF position peaked at $438K in Q1 2026.
  • 40 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.