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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.6M | 13k | 209.26 |
| 2025-06-30 | $1.9M | 10k | 188.64 |
| 2025-03-31 | $1.6M | 10k | 153.10 |
| 2024-12-31 | $1.6M | 11k | 145.35 |
| 2024-06-30 | $1.0M | 7.9k | 132.05 |
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