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

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

Historical chart of Centric 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 Centric 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 Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $283k 1.9k 151.15
2024-06-30 $263k 1.9k 140.88
2024-03-31 $278k 2.1k 129.87
2023-12-31 $268k 2.2k 123.20

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Mastercard Incorporated Cl A (MA)
TJX Companies (TJX)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)

View all positions for Centric Wealth Management

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

Bank of America Corporation
LPL Financial
Ameriprise Financial
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Stifel Financial
Envestnet Asset Management
Jpmorgan Chase & Co
Commonwealth Equity Services
Advisor Group Holdings
Goldman Sachs Group
Raymond James & Associates
Mml Investors Services
Cetera Investment Advisers

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