TrueWealth Advisors »

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

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

Historical chart of TrueWealth Advisors 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 TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Aerospace & Def.ETF by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 1.4k 149.61
2023-06-30 $231k 2.0k 116.69
2023-03-31 $228k 2.0k 115.07
2022-12-31 $229k 2.0k 111.86
2022-09-30 $208k 2.3k 91.19
2022-06-30 $268k 2.7k 99.15
2022-03-31 $212k 2.1k 102.91
2021-12-31 $212k 2.1k 102.91
2021-09-30 $224k 2.1k 104.23
2021-06-30 $238k 2.2k 109.63
2021-03-31 $239k 2.3k 103.37
2020-12-31 $712k 7.6k 93.43

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Advisors

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

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Goldman Sachs Group
Stifel Financial
Envestnet Asset Management
Jpmorgan Chase & Co
Commonwealth Equity Services
Advisor Group Holdings
Raymond James & Associates
Mml Investors Services
Cetera Investment Advisers
Susquehanna International

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