With Trump's Military Maneuvers, One ETF Looks Like A Screaming Buy

"The iShares U.S. Aerospace & Defense ETF ( NYSEARCA:ITA) has surged 61% over the past year, and President Trump's aggressive military posture suggests the rally may continue. With the White House discussing military options for Greenland and maintaining control over Venezuela after capturing its leader, defense spending looks poised to accelerate. For investors wanting exposure without picking individual winners, ITA offers a straightforward solution."

"The ETF holds $12 billion in assets with a 0.38% expense ratio, providing concentrated exposure to 97% industrials. Top holdings include GE Aerospace ( NYSE:GE) at 21.5%, RTX ( NYSE:RTX) at 16.4%, and Boeing ( NYSE:BA) at 8%. Smaller positions in Rocket Lab ( NASDAQ:RKLB) and Kratos Defense ( NASDAQ:KTOS) add exposure to emerging defense technologies. The fund is up 14.8% in the past month as Trump's territorial ambitions have escalated."

"The administration is considering using military force to acquire Greenland, maintaining troops in Venezuela, and discussing the Panama Canal. White House press secretary Karoline Leavitt stated that "utilizing the U.S. Military is always an option" when discussing Greenland acquisition. The successful Venezuela operation demonstrated willingness to deploy force, and Trump has framed Greenland as essential for deterring Russian and Chinese Arctic activities."

The iShares U.S. Aerospace & Defense ETF (ITA) climbed 61% over the past year and 14.8% in the past month amid escalating U.S. territorial rhetoric. The fund holds $12 billion, charges a 0.38% expense ratio, and allocates 97% to industrials, with top positions in GE Aerospace (21.5%), RTX (16.4%), and Boeing (8%), plus smaller stakes in Rocket Lab and Kratos Defense. White House comments about Greenland, the Venezuela operation, and Panama Canal discussions signal potential increases in hardware, logistics, and sustained deployments. The $900 billion defense authorization provides a baseline, with supplemental appropriations likely following new operations.

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