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iShares Dow Jones US Aerospace & Def.ETF shares owned by HCR Wealth Advisors

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

Historical chart of HCR Wealth Advisors 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 HCR Wealth Advisors 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 HCR Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $346k 2.3k 149.64
2024-06-30 $335k 2.5k 132.05
2024-03-31 $312k 2.4k 131.93
2023-12-31 $309k 2.4k 126.60
2023-09-30 $246k 2.3k 105.97
2023-06-30 $570k 4.9k 116.67
2023-03-31 $518k 4.5k 115.08
2022-12-31 $520k 4.6k 111.86
2022-09-30 $449k 4.9k 91.11
2022-06-30 $487k 4.9k 99.23
2022-03-31 $547k 4.9k 110.71
2021-12-31 $536k 5.2k 102.70
2021-09-30 $552k 5.3k 104.27
2021-06-30 $540k 4.9k 109.62
2021-03-31 $500k 4.8k 104.19
2020-12-31 $713k 9.5k 75.44
2020-09-30 $490k 2.5k 195.84
2020-06-30 $445k 2.4k 188.24
2020-03-31 $460k 3.0k 152.87
2019-12-31 $646k 3.1k 209.67
2019-09-30 $605k 3.0k 203.91
2019-06-30 $633k 3.0k 214.47
2019-03-31 $735k 4.0k 183.25
2018-12-31 $1.1M 157k 7.15
2018-09-30 $1.6M 159k 9.98
2018-06-30 $1.2M 157k 7.89
2018-03-31 $1.3M 157k 8.14
2017-12-31 $429k 153k 2.81
2017-09-30 $404k 2.7k 151.03
2017-06-30 $0 150k 0.00
2017-03-31 $326k 153k 2.14
2016-12-31 $296k 152k 1.94

More positions owned by HCR Wealth Advisors

Apple Common Stock (AAPL)
Vanguard Growth Index Fund ETF Etf (VUG)
Vanguard High Dividend Yield Index Fund ETF Etf (VYM)
iShares Core S&P Small-Cap ETF Etf (IJR)
Nvidia Corp Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares Core S&P 500 ETF Etf (IVV)
Ametek Common Stock (AME)
First Trust Preferred Securities and Income ETF Etf (FPE)
Alphabet Common Stock (GOOGL)
Palo Alto Networks Common Stock (PANW)
iShares Core MSCI Emerging ETF Etf (IEMG)
Meta Platforms Common Stock (META)
Amazon.Com Common Stock (AMZN)
Visa Common Stock (V)

View all positions for HCR Wealth Advisors

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

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

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