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iShares Dow Jones US Aerospace & Def.ETF shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of iShares Dow Jones US Aerospace & Def.ETF (ITA) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in iShares Dow Jones US Aerospace & Def.ETF

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All positions including iShares Dow Jones US Aerospace & Def.ETF held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Aerospace & Def.ETF by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $308k 2.3k 131.93

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional Etf Trust U S Sm Cap Etf Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Vale Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Apple (AAPL)
Dimensional Etf Trust World Ex U S Core Equity 2 Etf World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding iShares Dow Jones US Aerospace & Def.ETF

Bank of America Corporation
Morgan Stanley
LPL Financial
Global Assets Advisory
Ameriprise Financial
Wells Fargo & Company
UBS Group
Richard Bernstein Advisors
Royal Bank of Canada
Goldman Sachs Group
Advisor Group Holdings
Citadel Advisors
Stifel Financial
Envestnet Asset Management
Commonwealth Equity Services

View all funds holding iShares Dow Jones US Aerospace & Def.ETF