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iShares Dow Jones US Aerospace & Def.ETF shares owned by Accurate Wealth Management

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

Historical chart of Accurate Wealth Management 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 Accurate Wealth Management 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 Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.2M 38k 188.65
2024-06-30 $6.1M 45k 133.88
2023-12-31 $7.2M 59k 121.47
2023-03-31 $210k 1.8k 115.54
2022-12-31 $25k 224 112.16

More positions owned by Accurate Wealth Management

Global X Fds 1-3 Month T-bill (CLIP)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Tesla Motors (TSLA)
Procter & Gamble Company (PG)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Meta Platforms Cl A (META)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Accurate Wealth Management

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

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
UBS Group
Mml Investors Services
Raymond James Financial
Cetera Investment Advisers
Royal Bank of Canada
Jpmorgan Chase & Co
Park Avenue Securities
Susquehanna International
BlackRock
CWM

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