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

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

Historical chart of Heritage Oak Wealth Advisors investment in iShares Dow Jones US Aerospace & Def.ETF

23:59:59.999Jun 29, 202423:59:59.999500:00:00Jun 30, 202400:00:00.000500:00:00.0011.043986M1.0439865M1.043987M1.0439875M1.043988M79057,905.579067,906.57907
Value ($)Share countHistorical ITA position of Heritage Oak Wealth … Source: stockzoa.comValue ($)Share count

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All positions including iShares Dow Jones US Aerospace & Def.ETF held by Heritage Oak 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 Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.0M 7.9k 132.05