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

Tudor Financial’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	$644K	Sell	9,330 -41,175	-82%	-$3.2M	0.29%	89
2026 Q2	$4.08M	Sell	50,505 -2,442	-5%	-$185K	1.83%	10
2026 Q1	$3.86M	Sell	52,947 -753	-1%	-$58.7K	1.97%	9
2025 Q4	$3.84M	Sell	53,700 -5,823	-10%	-$406K	1.97%	10
2025 Q3	$4.15M	Buy	59,523 +1,029	+2%	+$67.6K	2.21%	9
2025 Q2	$3.68M	Sell	58,494 -654	-1%	-$36.2K	2.08%	9
2025 Q1	$3.02M	Buy	59,148 +72	+0.1%	+$3.67K	1.81%	13
2024 Q4	$2.86M	Buy	59,076 +1,938	+3%	+$97.3K	1.67%	15
2024 Q3	$2.85M	Buy	+57,138	New	+$2.69M	1.76%	13

Other funds holding ITA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Tudor Financial's ITA Position: Q3 2026 in Review

Tudor Financial reduced its iShares US Aerospace & Defense ETF (ITA) stake by 82% in Q3 2026, selling an estimated $3.2M and leaving 9,330 shares worth $644K. The position accounts for 0.29% of the portfolio, ranked #89.

Tudor Financial first reported a position in ITA in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.15M in Q3 2025. 908 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Tudor Financial held 9,330 shares of iShares US Aerospace & Defense ETF worth $644K as of Q3 2026.
Tudor Financial sold 41,175 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $3.2M.
iShares US Aerospace & Defense ETF made up 0.29% of Tudor Financial's portfolio in Q3 2026, its #89 holding.
Tudor Financial first reported a position in iShares US Aerospace & Defense ETF in Q3 2024 and has held it in 9 quarters since.
Tudor Financial's iShares US Aerospace & Defense ETF position peaked at $4.15M in Q3 2025.
908 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Tudor Financial's 13F filing for Q3 2026, filed 13 Nov 2026.