World Equity Group
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World Equity Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

World Equity Group’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
-2,960
Closed -$718K – 323
2026
Q2 		$718K Buy
2,960
+1,024
+53% +$233K 0.16% 144
2026
Q1 		$424K Sell
1,936
-1,915
-50% -$448K 0.11% 222
2025
Q4 		$827K Sell
3,851
-399
-9% -$83.5K 0.23% 100
2025
Q3 		$889K Buy
+4,250
New +$837K 0.2% 105

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

World Equity Group's ITA Position: Q3 2026 in Review

World Equity Group sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2026, closing a stake of 2,960 shares — an estimated $718K sold.

World Equity Group first reported a position in ITA in Q3 2025 and held it in 4 quarters. The position peaked at $889K in Q3 2025. 311 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • World Equity Group reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 2,960 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $718K.
  • World Equity Group first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and held it in 4 quarters.
  • World Equity Group's iShares US Aerospace & Defense ETF position peaked at $889K in Q3 2025.
  • 311 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.