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iShares Dow Jones US Aerospace & Def.ETF shares owned by Summit Wealth Partners

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

Historical chart of Summit Wealth Partners investment in iShares Dow Jones US Aerospace & Def.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Aerospace & Def.ETF held by Summit Wealth Partners 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 Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $623k 2.8k 218.75

More positions owned by Summit Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Brown & Brown (BRO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Msci Intl Qualty (IQLT)

View all positions for Summit Wealth Partners

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

Morgan Stanley
Bank of America Corporation
LPL Financial
UBS Group
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
BlackRock
Envestnet Asset Management
Citadel Advisors
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
CWM
Advisor Group Holdings
Cetera Investment Advisers

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