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iShares Dow Jones US Aerospace & Def.ETF shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory 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 Elevate Wealth Advisory 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 Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $464k 2.2k 209.26
2025-06-30 $418k 2.2k 188.64
2025-03-31 $276k 1.8k 153.10
2024-12-31 $74k 506 145.35
2024-09-30 $76k 506 149.64
2024-06-30 $67k 506 132.05
2024-03-31 $109k 823 131.93

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Eafe Value Etf (EFV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

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

Envestnet Asset Management
LPL Financial
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