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

Third View 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 		$414K Hold
6,000
– – 0.05% 197
2026
Q2 		$485K Hold
6,000
– – 0.06% 185
2026
Q1 		$438K Hold
6,000
– – 0.06% 183
2025
Q4 		$429K Buy
+6,000
New +$419K 0.06% 188

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Third View Private Wealth's ITA Position: Q3 2026 in Review

Third View Private Wealth held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2026 at 6,000 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #197.

Third View Private Wealth first reported a position in ITA in Q4 2025 and has held it in 4 quarters since. The position peaked at $485K in Q2 2026. 611 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Third View Private Wealth held 6,000 shares of iShares US Aerospace & Defense ETF worth $414K as of Q3 2026.
  • Third View Private Wealth left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2026.
  • iShares US Aerospace & Defense ETF made up 0.05% of Third View Private Wealth's portfolio in Q3 2026, its #197 holding.
  • Third View Private Wealth first reported a position in iShares US Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's iShares US Aerospace & Defense ETF position peaked at $485K in Q2 2026.
  • 611 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.