$ITA mention timeline

ISHARES U.S. AEROSPACE & DEFENSE ETF. Every tracked FinTwit mention of $ITA, newest first. 62 mentions since the first on Jan 3, 2026. See the price chart.

July 2026 · 6 mentions

Jul 16
Alphatica — ROTATION SCANNER | July 16, 2026 $XLV +2.5%. Healthcare leads. Yesterday's laggard is today's leader. $SOXX -3.8%. All four thematics red. All four macro red. $SLV -2.9%. Spread w…↗
Jul 10
Alphatica — ROTATION SCANNER | July 10, 2026 $XBI -3.6%. Biotech crashes. All four thematics negative. Again. $XLB +1.4% leads. Materials. Factors flat. No conviction. The rotation stalled. Q…↗
Jul 8
Alphatica — ROTATION SCANNER | July 8, 2026 $USO +5.2%. Second session leading. 10.1% spread. Widest of the series. All four factors negative. All four thematics negative. $SLV -4.9%. No safe…↗
Jul 7
Alphatica — ROTATION SCANNER | July 7, 2026 $SOXX -4.9%. Ten sessions. $TAN -4.7%. $MTUM -3.1%. Growth crushed. $USO +2.5% leads. Oil back above $70. $XBI +2.1%. $USMV only green factor. The…↗
Jul 2
Alphatica — ROTATION SCANNER | July 2, 2026 $SLV +3.02%. Silver leads the scanner. First time a commodity leads. $SOXX -4.04%. The semi sell continues. Healthcare. Staples. Defense. Pure defe…↗
Jul 1
Alphatica — ROTATION SCANNER | July 1, 2026 $IGV +4.30%. Largest software move of the series. $SOXX -5.31%. 9.6% spread. Widest of the series. The split inverted on Q3 day one. Leader: $IGV…↗

June 2026 · 20 mentions

Jun 30
Alphatica — ROTATION SCANNER | June 30, 2026 $SOXX +3.71%. Second session. The dark pool buy validated. $XLRE -1.28%. Defensives sell. Growth buys. All four thematics green. Last day of Q2.…↗
Jun 29
Alphatica — ROTATION SCANNER | June 29, 2026 $SOXX +2.84%. All four thematics green. $IGV +1.86%. The split resolved. Q2 close. JPM collar day. Leader: $SOXX (Semiconductors) +2.84% Laggard:…↗
Jun 25
Alphatica — ROTATION SCANNER | June 25, 2026 $VLUE +4.09%. The value surge. $SOXX +2.87%. $MU bounce. $IGV -1.35%. Software sells again. Commodities reversed. All four green. Leader: $VLUE (…↗
Jun 24
Alphatica

May 2026 · 22 mentions

May 29
Alphatica — ROTATION SCANNER | May 29, 2026 | Week 12 $IGV +5.3%. The largest software move in our scanners history. $DELL +33%. Gold +1.5%. 7.0% spread. Leader: $IGV (Software) +5.3% Laggar…↗
May 28
Alphatica — ROTATION SCANNER | May 28, 2026 $ARKK leads +3.0%. $IGV +2.5%. All factors green. Innovation back. The risk trade is on. Leader: $ARKK (ARK Innovation) +3.0% Laggard: $XLU (Utili…↗
May 27
PhotonBull — It appears like there is a bit of rotation here Relative strength in defense stocks Did I call the bottom? $ITA is a defense ETF $ONDS with an incredible day Let's see if the…↗
May 27
Alphatica

April 2026 · 4 mentions

Apr 30
Alphatica — ROTATION SCANNER | April 30, 2026 The mega-caps beat. The money went everywhere else. $MSFT, $GOOGL, $AMZN all beat last night. You'd expect tech to lead today. It's the laggard.…↗
Apr 28
Alphatica — ROTATION SCANNER | April 28, 2026 Nowhere to hide. Almost everything is red. Previous sessions the rotation scanner showed clear themes, tech up/energy down, or financials up/sem…↗
Apr 24
Alphatica — Where the money is going. We track 37 proxy ETFs in real time across sectors, factors, thematic, and macro. Every session, the rotation scanner shows you exactly where the institu…↗
Apr 1
シバイヌおやびん（投資系VTuber）

March 2026 · 1 mention

Mar 11
Nick Colas & Jessica Rabe (DataTrek) — US large cap aerospace/defense stocks have outperformed by +1 sigma & the largest names trade for an avg of 39x forward earnings. The group’s strong fundamentals merit a valuat…↗

February 2026 · 2 mentions

Feb 23
Jason Luongo — If we go to war with Iran, these are the stocks you will want to keep an eye on: Defense primes: $LMT, $RTX, $NOC, $GD, $LHX, $HWM Drones and autonomous systems: $ONDS, $AVAV, $K…↗
Feb 19
Serenity — The funniest beneficary if US invades Iran was: Pistachios. Not even joking. Did you know US (California) and Iran operate a virtual duopoly in pistachio production? This is…↗

January 2026 · 7 mentions

Jan 14
シバイヌおやびん（投資系VTuber） — 利確 $ITA↗
Jan 14
シバイヌおやびん（投資系VTuber） — 入院中も、ナスCFDトレードしたり、 $BE を信用トレードしたりしてたけどね。少し儲かってたw 夜は電気とWiFi切られるんで、現物株はほぼ放置。でも全体に上がってるね。ベネスエラの件を見て防衛株とエネルギー株を少し買ったくらい。 $ITA $FTI $CVX あたり。↗
Jan 12
シバイヌおやびん（投資系VTuber） — $ITA 防衛ETF 買いだって言ったでしょお？ https://t.co/zLmL75fUlz↗
Jan 9
シバイヌおやびん（投資系VTuber） — $ITA 防衛ETF ベネズエラ軍事作戦知ってから買っても間に合ったね https://t.co/rAAjqlQfoR↗

— ROTATION SCANNER | June 24, 2026 $XBI leads. Second session. All four thematics green. $SLV -4.84%. $USO -3.69%. $GLD -2.64%. Commodities crushed. $TLT +1.44%. Bonds rally. Leade…

Jun 18

Alphatica — ROTATION SCANNER | June 18, 2026 $SOXX +6.3%. Quarterly OPEX. $IGV -0.4%. The split at its widest. 6.7% gap. Gamma concentrates in semis. Leader: $SOXX (Semiconductors) +6.3% Lag…↗

Jun 18

InvestmentGuru — THE SMARTEST WAY TO TRACK A SECTOR? WATCH THE ETF FIRST. Most retail investors jump straight to individual stocks. But experienced investors watch the ETF first. Here’s why - E…↗

Jun 17

Alphatica — ROTATION SCANNER | June 17, 2026 $XBI +4.6%. Biotech leads on FOMC day. The rate-sensitive trade. $SOXX +3.5%. $IGV flat. Software waits for Warsh. Leader: $XBI (Biotech) +4.6% L…↗

Jun 16

Alphatica — ROTATION SCANNER | June 16, 2026 $XLU +1.6%. Utilities lead. First time. $SOXX -3.5%. $IGV -1.4%. Yesterday reversed. FOMC eve. Full defensive. Leader: $XLU (Utilities) +1.6% Lag…↗

Jun 15

Alphatica — ROTATION SCANNER | June 15, 2026 $ARKK +5.6%. $SOXX +5.0%. $IGV +3.0%. Software is back. The split resolved. $USO -4.6%. 10.2% spread. Leader: $ARKK (Innovation) +5.6% Laggard: $…↗

Jun 12

Alphatica — ROTATION SCANNER | June 12, 2026 4.3% spread. The narrowest of the series. Nearly everything green. $XLB leads. $IGV still red. SpaceX IPO day. Leader: $XLB (Materials) +1.6% Lag…↗

Jun 11

PhotonBull — We are going for round 2 today $EOS.AX has been in a sharp downturn with the broader market The market bounced today as Trump announced that he cancelled the new round of stri…↗

Jun 11

Alphatica — ROTATION SCANNER | June 11, 2026 $SOXX +3.9%. All factors green. $XBI +2.0%. $IGV -1.5%. Software alone on the sell side. The split returns. Leader: $SOXX (Semiconductors) +3.9%…↗

Jun 10

Alphatica — ROTATION SCANNER | June 10, 2026 $USO +2.9%. $XLE +2.5%. $GLD -3.1%. $SOXX -2.0%. Oil leads. Gold crashes. CPI day + Iran threat. Two forces colliding. Leader: $USO (Oil) +2.9% L…↗

Jun 9

Alphatica — ROTATION SCANNER | June 9, 2026 $XLRE +1.9%. Real estate leads. $SOXX -3.0%. $IGV -2.9%. Oil crashing. The market is pricing lower rates. Leader: $XLRE (Real Estate) +1.9% Laggar…↗

Jun 8

Alphatica — ROTATION SCANNER | June 8, 2026 $SOXX +7.1%. The largest semiconductor move in this series history. Friday: -6.5%. A 13.6% swing. Leader: $SOXX (Semiconductors) +7.1% Laggard: $X…↗

Jun 5

Alphatica — ROTATION SCANNER | June 5, 2026 $SOXX -6.5%. $SLV -7.1%. $TAN -7.3%. $XLP +1.7%. Consumer staples leads. The market hides in cereal and toothpaste. Leader: $XLP (Consumer Staples…↗

Jun 4

PhotonBull — Nice bounce on the markets so far today Noticable strength in $IWM and especially space and defense which seems hopeful for a bounce in $EOS.AX tonight $ONDS $ITA $RKLB $ASTS $AV…↗

Jun 4

Alphatica — ROTATION SCANNER | June 4, 2026 $XBI +3.0%. $XLF +2.5%. $SOXX -2.9%. $XLK -2.0%. The great rotation. Out of tech. Into everything else. Leader: $XBI (Biotech) +3.0% Laggard: $USO…↗

Jun 3

Alphatica — ROTATION SCANNER | June 3, 2026 $IGV -4.0%. Four days. The $DELL rally is gone. $SOXX +1.3%. $AVGO reports tonight. Leader: $USO (Oil) +2.4% Laggard: $IGV (Software) -4.0% Spread…↗

Jun 2

Alphatica — ROTATION SCANNER | June 2, 2026 $SOXX +4.9%. $IGV -3.3%. $XBI -3.9%. The hardware/software split flipped. Again. Leader: $SOXX (Semiconductors) +4.9% Laggard: $XBI (Biotech) -3.9…↗

— ROTATION SCANNER | May 27, 2026 $SOXX -2.7%. $USO -3.4%. $SLV -3.4%. Iran MOU draft. Yesterday's winners are today's losers. Leader: $XLY (Consumer Discretionary) +1.9% Laggard:…

May 26

Alphatica — ROTATION SCANNER | May 26, 2026 | S&P All-Time High $SOXX +5.8%. $MTUM +3.3%. Oil only red. 8.3% spread. The greenest scanner since this series began. Leader: $SOXX (Semiconducto…↗

May 23

シバイヌおやびん（投資系VTuber） — $ITA 防衛ETFがムクリ。 https://t.co/N2hYEJzWYy↗

May 22

Alphatica — ROTATION SCANNER | May 22, 2026 | Warsh Day 1 $SOXX +2.6%. All sectors green. All factors green. The scanner wakes up. Leader: $SOXX (Semiconductors) +2.6% Laggard: $SLV (Silver)…↗

May 22

Shane C. Murphy, CMT — US Aerospace & Defense $ITA Strap in! Coil pattern with price trading above an upward sloping 200-day average. Historically, when this type of compression occurs, price resol…↗

May 21

Alphatica — ROTATION SCANNER | May 21, 2026 | Post $NVDA 3.3% spread. The quietest scanner in weeks. The market is digesting. Leader: $TAN (Solar) +1.7% Laggard: $XLP (Consumer Staples) -1.6…↗

May 20

Alphatica — ROTATION SCANNER | May 20, 2026 | $NVDA Day $SOXX +4.3%. All sectors green. All factors green. Oil only red. $NVDA tonight. Leader: $SOXX (Semiconductors) +4.3% Laggard: $USO (Oi…↗

May 19

Alphatica — ROTATION SCANNER | May 19, 2026 | $NVDA Eve All tech red. Semis, software, solar. Healthcare and oil only green. $NVDA tomorrow. Leader: $USO (Oil) +1.9% Laggard: $SLV (Silver) -…↗

May 18

Alphatica — ROTATION SCANNER | May 18, 2026 Tech sells into $NVDA earnings. Energy and financials lead. Two days. Leader: $USO (Oil) +1.7% Laggard: $TAN (Solar) -3.5% Spread: 5.2% The marke…↗

May 15

Alphatica — ROTATION SCANNER | May 15, 2026 | OPEX Day 11.5% spread. All-time record. $SLV -8.5%. Oil the only green. OPEX destruction. Leader: $USO (Oil) +3.1% Laggard: $SLV (Silver) -8.5%…↗

May 14

Alphatica — ROTATION SCANNER | May 14, 2026 Software leads. Every sector green. Every factor green. The broadening is real. Leader: $IGV (Software) +2.6% Laggard: $SLV (Silver) -3.3% Spread:…↗

May 13

Alphatica — ROTATION SCANNER | May 13, 2026 | 12:00 PM ET Solar leads +3.7%. Software lags again. PPI 6.0% and the market shrugs. Leader: $TAN (Solar) +3.7% Laggard: $IGV (Software) -1.8% Sp…↗

May 12

Alphatica — ROTATION SCANNER | May 12, 2026 $SOXX crashes -6.0%. Oil surges +3.6%. 9.6% spread. All-time record. Leader: $USO (Oil) +3.6% Laggard: $SOXX (Semiconductors) -6.0% Spread: 9.6%…↗

May 11

Alphatica — ROTATION SCANNER | May 11, 2026 | 12:10 PM ET Silver explodes +6.3%. Oil surges +3.5%. New record spread: 7.8%. Leader: $SLV (Silver) +6.3% Laggard: $XLP (Consumer Staples) -1.4%…↗

May 8

Alphatica — ROTATION SCANNER | May 8, 2026 | 12:12 PM ET Semis rip +3.9%. Value surges +3.3%. Tech leadership returns. Leader: $SOXX (Semiconductors) +3.9% Laggard: $XLV (Healthcare) -0.6% S…↗

May 7

Alphatica — ROTATION SCANNER | May 7, 2026 $IGV explodes +3.9%. Record spread. The software trade is back. Leader: $IGV (Software) +3.9% Laggard: $XBI (Biotech) -3.1% Spread: 7.0% The wides…↗

May 6

Alphatica — ROTATION SCANNER | May 6, 2026 Innovation leads. Oil crashes. The possible Iran deal is repricing everything. Leader: $ARKK (Innovation) +1.5% Laggard: $USO (Oil) -1.4% Spread: 2…↗

May 5

Alphatica — ROTATION SCANNER | May 5, 2026 Semis explode +3%. Value surges +2.4%. Widest spread of the series. Leader: $SOXX (Semiconductors) +3.0% Laggard: $ARKK (Innovation) -2.1% Spread:…↗

May 4

Alphatica — ROTATION SCANNER | May 4, 2026 | 3:00 PM ET Oil surges. Semis break. Biotech leads. Every factor red. Leader: USO (Oil) +2.8% Laggard: TAN (Solar) -1.4% Spread: 4.1% The Iran mi…↗

— NATOと米国の緊張は、 $NBIS $PLTR や防衛企業 $ITA にとってプラスだと思う。防衛装備もITインフラも米国に頼れなくなるから。

Jan 5

シバイヌおやびん（投資系VTuber） — $ITA 防衛ETF プレで買い $FTI テクニップFMC チャート上抜けしてるので打診買いしよかなと $CVX シェブロンベネズエラといえばここだけど、寄り天リスクも↗

Jan 5

シバイヌおやびん（投資系VTuber） — $ITA iシェアーズ米国航空宇宙＆防衛 ETF https://t.co/E5FMqEKdEQ↗

Jan 3

Shane C. Murphy, CMT — Aerospace & Defense Industry Making new all-time highs on both an absolute and relative basis. $ITA $XAR https://t.co/bgnKACe9lm↗