Beaumont Financial Advisors »

iShares Dow Jones US Aerospace & Def.ETF shares owned by Beaumont Financial Advisors

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

Historical chart of Beaumont Financial Advisors 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 Beaumont Financial Advisors 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 Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $445k 2.1k 214.71
2025-09-30 $412k 2.0k 209.28
2025-06-30 $357k 1.9k 188.61
2025-03-31 $239k 1.6k 153.06

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p 500 Etf Etf (IVV)
Microsoft Corp Stock (MSFT)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Strategas Macro Thematic Opportunities Etf Etf (SAMT)
Jpmorgan Equity Focus Etf Etf (JPEF)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)

View all positions for Beaumont Financial Advisors

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

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
Mml Investors Services
UBS Group
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