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

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

Historical chart of JFS 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 JFS 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 JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $692k 3.2k 214.70
2025-09-30 $664k 3.2k 209.27
2025-06-30 $3.2k 17 188.82
2023-03-31 $2.3k 20 115.40

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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for JFS Wealth Advisors

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

Envestnet Asset Management
LPL Financial
Barometer Capital Management
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Mml Investors Services
UBS Group
Cetera Investment Advisers
Royal Bank of Canada
Jpmorgan Chase & Co
Park Avenue Securities
BlackRock
CWM
Northwestern Mutual Wealth Management Company

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