Geopolitics Alpha

Neither Peace Nor War

Published . Updated .

Neither Peace Nor War

The recent war between the United States and Iran started eight months ago and there is no end in sight. The conflict is in a stalemate. Many people e...

Directly affected

  • No company is named in this report.

Indirectly affected

  • ITA iShares U.S. Aerospace & Defense ETF-3.0% 30d

    iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • XAR SPDR S&P Aerospace & Defense ETF-6.6% 30d

    SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

  • PPA Invesco Aerospace & Defense ETF-1.2% 30d

    Invesco Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
ITA-1.26%-0.97%baseafter closeafter closeafter closeafter close
XARNo price data for this ticker———————
PPANo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

Neither Peace Nor War The Maritime Executive

Source: The Maritime Executive

The price since 1 Nov 2026: IShares U.S. Aerospace & Defense ETF (ITA) versus the S&P 500

CompanyWhenMoveStatus
IShares U.S. Aerospace & Defense ETF (ITA)three days earlier-0.97%final price
IShares U.S. Aerospace & Defense ETF (ITA)five days earlier-1.26%final price

Companies in defense around IShares U.S. Aerospace & Defense ETF (ITA)

Companies carried with this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “Neither Peace Nor War,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

  • XAR Spdr Series Trust

    For “Neither Peace Nor War,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

  • PPA Invesco Aerospace & Defense Etf

    In “Neither Peace Nor War,” Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence. Reason on file: Invesco Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

How defense news reaches IShares U.S. Aerospace & Defense ETF (ITA)

On 1 Nov 2026, “Neither Peace Nor War” is the story that connects IShares U.S. Aerospace & Defense ETF (ITA) to Defense.

The link for IShares U.S. Aerospace & Defense ETF (ITA) is this: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

Also listed, Spdr Series Trust (XAR): SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “war” (defense) in this story

Price levels for IShares U.S. Aerospace & Defense ETF (ITA)

ITA traded between 197.59 and 215.76 across 20 sessions. The latest close on file is 209.72. PPA traded between 150.30 and 158.29 across 20 sessions. The latest close on file is 158.05. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 227.38.

How solid the defense case looks

27 out of 100

“Neither Peace Nor War” scores 27 out of 100. The score uses 1 sources, and 3 linked companies.