US sanctions individuals, entities over alleged efforts to supply Iran with air defense systems
Published . Updated .
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State Department designates 2 individuals, Nigeria-based firm that it says is tied to Iran’s MANPADS procurement | Anadolu
Directly affected
- No company is named in this report.
Indirectly affected
- ITA iShares U.S. Aerospace & Defense ETF+1.1% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.
- XAR SPDR S&P Aerospace & Defense ETF-4.4% 30d
SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.
- USO United States Oil Fund+6.3% 30d
United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.
- BWET Breakwave Tanker Shipping ETF-3.3% 17d
Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story.
- AFK VanEck Africa Index ETF
VanEck Africa Index ETF holds stocks listed in Africa, which this story is about (“nigeria”).
- LMT Lockheed Martin+21.8% 30d
Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.
- RTX Rtx+5.4% 11d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.
- NOC Northrop Grumman+7.0% 30d
Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| ITA | +0.76% | +0.87% | base | after close | after close | after close | after close |
| XAR | +4.35% | +2.37% | base | after close | after close | after close | after close |
| USO | +15.71% | +7.84% | base | after close | after close | after close | after close |
| BWET | +32.30% | +28.62% | base | after close | after close | after close | after close |
| AFKNo price data for this ticker | — | — | — | — | — | — | — |
| LMT | +8.23% | +8.15% | base | after close | after close | after close | after close |
| RTX | +0.58% | +2.19% | base | after close | after close | after close | after close |
| NOC | +7.07% | +5.76% | base | after close | after close | after close | after close |
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.
US sanctions individuals, entities over alleged efforts to supply Iran with air defense systems Anadolu Ajansı
Source: Anadolu Ajansı
The price since 5 Nov 2026: IShares U.S. Aerospace & Defense ETF (ITA) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| Amplify Commodity Trust (BWET) | three days earlier | +28.62% | final price |
| Amplify Commodity Trust (BWET) | five days earlier | +32.30% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | three days earlier | +0.87% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | five days earlier | +0.76% | final price |
| Lockheed Martin (LMT) | three days earlier | +8.15% | final price |
| Lockheed Martin (LMT) | five days earlier | +8.23% | final price |
| Northrop Grumman (NOC) | three days earlier | +5.76% | final price |
| Northrop Grumman (NOC) | five days earlier | +7.07% | final price |
| Rtx (RTX) | three days earlier | +2.19% | final price |
| Rtx (RTX) | five days earlier | +0.58% | final price |
| United States Oil Fund (USO) | three days earlier | +7.84% | final price |
| United States Oil Fund (USO) | five days earlier | +15.71% | final price |
| Spdr Series Trust (XAR) | three days earlier | +2.37% | final price |
| Spdr Series Trust (XAR) | five days earlier | +4.35% | final price |
Congressional stock trades in IShares U.S. Aerospace & Defense ETF (ITA)
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 43 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 43 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 49 days before publication. Filed 13 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around IShares U.S. Aerospace & Defense ETF (ITA)
The side that tends to collect
- LMT Lockheed Martin
Lockheed Martin (LMT) tends to benefit, medium confidence in the 5 Nov 2026 story “US sanctions individuals, entities over alleged efforts to supply Iran with air defense systems.” Reason on file: Lockheed Martin (guided missiles and space vehicles and parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story
No up or down call on file
- ITA IShares U.S. Aerospace & Defense ETF
IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “US sanctions individuals, entities over alleged efforts to supply Iran with air defense systems.” Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
- XAR Spdr Series Trust
Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence in the 5 Nov 2026 story “US sanctions individuals, entities over alleged efforts to supply Iran with air defense systems.” Reason on file: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
- USO United States Oil Fund
In “US sanctions individuals, entities over alleged efforts to supply Iran with air defense systems,” United States Oil Fund (USO) is linked, with no stored direction, medium confidence. Reason on file: United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story
- BWET Amplify Commodity Trust
For “US sanctions individuals, entities over alleged efforts to supply Iran with air defense systems,” Amplify Commodity Trust (BWET) is linked, with no stored direction, medium confidence. Reason on file: Breakwave Tanker Shipping ETF: it tracks tanker freight rates. Linked by “iran” (tanker shipping) in this story
IShares U.S. Aerospace & Defense ETF (ITA)
The 5 Nov 2026 story “US sanctions individuals, entities over alleged efforts to supply Iran with air defense systems” names IShares U.S. Aerospace & Defense ETF (ITA) because of this story.
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 “defense” (defense) in this story
A second company, Spdr Series Trust (XAR), is listed for a different reason: SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
Dates and price levels for IShares U.S. Aerospace & Defense ETF (ITA)
ITA traded between 197.59 and 218.73 across 20 sessions. The latest close on file is 216.38. USO traded between 142.51 and 171.80 across 20 sessions. The latest close on file is 158.17. XAR traded between 210.89 and 237.55 across 20 sessions. The latest close on file is 231.04.
A simple score for IShares U.S. Aerospace & Defense ETF (ITA)
46 out of 100
“US sanctions individuals, entities over alleged efforts to supply Iran with air defense systems” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.