WESPAC Advisors SoCal »

iShares Dow Jones US Aerospace & Def.ETF shares owned by WESPAC Advisors SoCal

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

Historical chart of WESPAC Advisors SoCal investment in iShares Dow Jones US Aerospace & Def.ETF

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Aerospace & Def.ETF by WESPAC Advisors SoCal

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.4M 18k 131.93
2023-12-31 $2.5M 20k 126.60
2023-09-30 $2.0M 19k 105.97
2023-06-30 $2.2M 19k 116.67
2023-03-31 $2.2M 19k 115.08
2022-12-31 $2.2M 20k 111.86
2022-09-30 $2.1M 20k 107.20
2022-06-30 $1.9M 20k 99.16
2022-03-31 $2.2M 20k 110.80
2021-12-31 $2.0M 19k 102.21
2021-09-30 $2.0M 19k 106.13
2021-06-30 $2.1M 19k 109.54
2021-03-31 $685k 6.6k 104.09
2020-12-31 $521k 5.5k 94.80
2020-09-30 $444k 2.7k 164.08
2020-06-30 $383k 2.4k 158.26
2020-03-31 $289k 1.8k 157.49
2019-12-31 $519k 2.3k 222.27
2019-09-30 $416k 1.9k 224.86
2019-06-30 $382k 1.8k 214.01
2019-03-31 $325k 1.6k 199.39
2018-12-31 $309k 1.8k 172.86
2018-09-30 $414k 1.9k 216.19
2018-06-30 $365k 1.8k 197.83
2018-03-31 $365k 1.8k 197.83
2017-12-31 $347k 1.8k 188.08
2017-09-30 $555k 3.1k 177.88
2017-06-30 $490k 3.1k 157.05
2017-03-31 $494k 3.3k 148.72
2016-12-31 $500k 3.6k 140.52
2016-09-30 $699k 5.4k 129.06
2016-06-30 $677k 5.4k 124.93
2016-03-31 $606k 5.2k 116.89
2015-12-31 $626k 5.3k 118.11

More positions owned by WESPAC Advisors SoCal

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Amazon (AMZN)
Apple (AAPL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Indexiq Etf Tr Ftse Internl Eqt (HFXI)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
UnitedHealth (UNH)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Select Sector Spdr Tr Indl (XLI)
Asml Holding N V N Y Registry Shs (ASML)

View all positions for WESPAC Advisors SoCal

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

Bank of America Corporation
Jpmorgan Chase & Co
Global Assets Advisory
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Goldman Sachs Group
Advisor Group Holdings
Citadel Advisors
Stifel Financial
Citigroup
Commonwealth Equity Services
Raymond James & Associates
HighTower Advisors
Raymond James Financial Services Advisors

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