Geopolitics Alpha

What Russia’s Parliamentary Election Results Mean for Putin and the War

Published . Updated .

What Russia’s Parliamentary Election Results Mean for Putin and the War Time Magazine

Directly affected

  • No company is named in this report.

Indirectly affected

  • LMT Lockheed Martin

    Defense contractors get more work when conflict spending rises

  • RTX RTX

    Defense contractors get more work when conflict spending rises

  • NOC Northrop Grumman

    Defense contractors get more work when conflict spending rises

  • XLE Energy Select Sector SPDR

    Energy prices move when Russian supply is at risk

  • GD General Dynamics

    Defense contractors get more work when conflict spending rises

  • ITA iShares U.S. Aerospace & Defense

    A fund of aerospace and defense companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • WEAT Teucrium Wheat

    Wheat prices rise when Black Sea grain is disrupted

  • MOS Mosaic

    Fertilizer makers move with Russian supply

  • CF CF Industries

    Fertilizer makers move with Russian supply

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
LMT———————
RTX———————
NOC———————
XLE———————
GD———————
ITA———————
USO———————
WEAT———————
MOS———————
CF———————

What Russia’s Parliamentary Election Results Mean for Putin and the War Time Magazine

Source: Time Magazine

Price since this story was published: IShares U.S. Aerospace & Defense ETF (ITA)

Since the first closing price after “What Russia’s Parliamentary Election Results Mean for Putin and the War,” IShares U.S. Aerospace & Defense ETF (ITA) is -2.95%. The S&P 500 fund (SPY) is -0.17% over the same days, a -2.78% difference versus the market. industrial stocks (XLI) is -1.99%, a -0.96% difference versus that group of stocks.

ITA
SPY
XLI

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

Companies tied to this story

  • ITA IShares U.S. Aerospace & Defense ETF

    For “What Russia’s Parliamentary Election Results Mean for Putin and the War,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • XAR Spdr Series Trust

    In “What Russia’s Parliamentary Election Results Mean for Putin and the War,” Spdr Series Trust (XAR) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can alter defense demand expectations and risk premia

  • PPA Invesco Aerospace & Defense Etf

    For “What Russia’s Parliamentary Election Results Mean for Putin and the War,” Invesco Aerospace & Defense Etf (PPA) is linked, with no stored direction, medium confidence. Reason on file: GA selected PPA as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • WAR U.S. Global Technology And Aerospace & Defense Etf

    For “What Russia’s Parliamentary Election Results Mean for Putin and the War,” U.S. Global Technology And Aerospace & Defense Etf (WAR) is linked, with no stored direction, medium confidence. Reason on file: GA selected WAR as a RELATED security because its canonical security name directly matches this event's themes: defense. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GLD Spdr Gold Trust

    For “What Russia’s Parliamentary Election Results Mean for Putin and the War,” Spdr Gold Trust (GLD) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can affect safe-haven and macro-risk proxies; this is a monitoring relationship, not a directional prediction

  • TLT Ishares Tr

    Ishares Tr (TLT) is linked, with no stored direction, medium confidence in the 22 Sep 2026 story “What Russia’s Parliamentary Election Results Mean for Putin and the War.” Reason on file: Material security escalation can affect safe-haven and macro-risk proxies; this is a monitoring relationship, not a directional prediction

  • UUP Invesco DB US Dollar Index Bullish Fund

    In “What Russia’s Parliamentary Election Results Mean for Putin and the War,” Invesco DB US Dollar Index Bullish Fund (UUP) is linked, with no stored direction, medium confidence. Reason on file: Material security escalation can affect safe-haven and macro-risk proxies; this is a monitoring relationship, not a directional prediction

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

IShares U.S. Aerospace & Defense ETF (ITA) is the company in “What Russia’s Parliamentary Election Results Mean for Putin and the War,” the 22 Sep 2026 Defense story.

IShares U.S. Aerospace & Defense ETF (ITA) is on the page because Material security escalation can alter defense demand expectations and risk premia

A second company, Spdr Series Trust (XAR), is listed for a different reason: Material security escalation can alter defense demand expectations and risk premia

Dates in the story, and the IShares U.S. Aerospace & Defense ETF (ITA) price range

ITA traded between 201.08 and 217.79 across 20 sessions. The latest close on file is 207.60. PPA traded between 151.56 and 162.12 across 20 sessions. The latest close on file is 156.07. XAR traded between 216.28 and 245.40 across 20 sessions. The latest close on file is 223.20.

How strong the case is around IShares U.S. Aerospace & Defense ETF (ITA)

46 out of 100

“What Russia’s Parliamentary Election Results Mean for Putin and the War” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.