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

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

Historical chart of Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp. 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 Bernard Wealth Management Corp.

Quarter filed Position value Share count Share price at filing
2025-09-30 $89k 425 209.26
2025-06-30 $80k 425 188.64
2025-03-31 $50k 325 153.10
2024-12-31 $47k 325 145.35

More positions owned by Bernard Wealth Management Corp.

NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Div Grwth (DGRO)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Visa Com Cl A (V)

View all positions for Bernard Wealth Management Corp.

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

Envestnet Asset Management
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Morgan Stanley
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

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