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

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

Historical chart of Heritage 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 Heritage 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 Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $312k 1.5k 209.26
2025-06-30 $279k 1.5k 188.64
2025-03-31 $227k 1.5k 153.10
2024-12-31 $219k 1.5k 145.35
2024-09-30 $225k 1.5k 149.64

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Us Bancorp Del Com New (USB)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Abbvie (ABBV)
Cincinnati Financial Corporation (CINF)
Johnson & Johnson (JNJ)
Kroger (KR)
Cisco Systems (CSCO)
Allstate Corporation (ALL)
NVIDIA Corporation (NVDA)
Oracle Corporation (ORCL)

View all positions for Heritage Wealth Management

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