US sanctions three over Iran air defenses amid reports of Russian arms deal
Published . Updated .
Key takeaways
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A day later, the Financial Times reported that Russia had signed a weapons deal with Iran to supply the regime with 90 advanced guided missile launchers.
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-5.0% 30d
United States Oil Fund: its price follows crude oil. Linked by “iran” (oil) in this story.
- UNG United States Natural Gas Fund-19.6% 30d
United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story.
- LMT Lockheed Martin+13.5% 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+2.6% 12d
Rtx (aircraft engines and engine parts): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.
- NOC Northrop Grumman+3.2% 30d
Northrop Grumman (search, detection, navigation, guidance, aeronautical sys): defense contractors gain when military spending rises. Linked by “defense” (defense) in this story.
- GD General Dynamics+8.5% 30d
General Dynamics (ship and boat building and repairing): 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 | -4.00% | after close | after close | after close |
| XAR | +4.35% | +2.37% | base | -5.02% | after close | after close | after close |
| USO | +15.71% | +7.84% | base | +1.93% | after close | after close | after close |
| UNG | -1.02% | -2.91% | base | -0.22% | after close | after close | after close |
| LMT | +8.23% | +8.15% | base | -2.80% | after close | after close | after close |
| RTX | +0.58% | +2.19% | base | -3.27% | after close | after close | after close |
| NOC | +7.07% | +5.76% | base | +0.02% | after close | after close | after close |
| GD | +1.75% | +2.36% | base | -2.29% | 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 three over Iran air defenses amid reports of Russian arms deal The Jerusalem Post
Source: The Jerusalem Post
IShares U.S. Aerospace & Defense ETF (ITA) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| General Dynamics (GD) | that day | -2.29% | final price |
| General Dynamics (GD) | three days earlier | +2.36% | final price |
| General Dynamics (GD) | five days earlier | +1.75% | final price |
| IShares U.S. Aerospace & Defense ETF (ITA) | that day | -4.00% | 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) | that day | -2.80% | 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) | that day | +0.02% | final price |
| Northrop Grumman (NOC) | three days earlier | +5.76% | final price |
| Northrop Grumman (NOC) | five days earlier | +7.07% | final price |
| Rtx (RTX) | that day | -3.27% | final price |
| Rtx (RTX) | three days earlier | +2.19% | final price |
| Rtx (RTX) | five days earlier | +0.58% | final price |
| United States Natural Gas Fund (UNG) | that day | -0.22% | final price |
| United States Natural Gas Fund (UNG) | three days earlier | -2.91% | final price |
| United States Natural Gas Fund (UNG) | five days earlier | -1.02% | final price |
| United States Oil Fund (USO) | that day | +1.93% | 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) | that day | -5.02% | final price |
| Spdr Series Trust (XAR) | three days earlier | +2.37% | final price |
| Spdr Series Trust (XAR) | five days earlier | +4.35% | final price |
Members of Congress who traded IShares U.S. Aerospace & Defense ETF (ITA) near this story
- 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)
Likely winners
- LMT Lockheed Martin
For “US sanctions three over Iran air defenses amid reports of Russian arms deal,” Lockheed Martin (LMT) tends to benefit, medium confidence. 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
For “US sanctions three over Iran air defenses amid reports of Russian arms deal,” 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 “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 three over Iran air defenses amid reports of Russian arms deal.” 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
For “US sanctions three over Iran air defenses amid reports of Russian arms deal,” 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
- UNG United States Natural Gas Fund
For “US sanctions three over Iran air defenses amid reports of Russian arms deal,” United States Natural Gas Fund (UNG) is linked, with no stored direction, medium confidence. Reason on file: United States Natural Gas Fund: it follows natural-gas prices. Linked by “russian” (natural gas) in this story
IShares U.S. Aerospace & Defense ETF (ITA)
IShares U.S. Aerospace & Defense ETF (ITA) is the company in “US sanctions three over Iran air defenses amid reports of Russian arms deal,” the 5 Nov 2026 this story story.
For IShares U.S. Aerospace & Defense ETF (ITA), the reason on file says iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
Also listed, Spdr Series Trust (XAR): SPDR S&P Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story
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 143.02 and 171.80 across 20 sessions. The latest close on file is 145.42. 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 three over Iran air defenses amid reports of Russian arms deal” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.