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

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

Historical chart of Twin Peaks 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 Twin Peaks 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $347k 1.4k 242.40
2026-03-31 $121k 555 218.61
2025-12-31 $2.2M 9.4k 234.85
2025-09-30 $1.6M 7.5k 209.25
2025-06-30 $23k 115 197.79

More positions owned by Twin Peaks Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
State Street Spdr S&p 500 Etf Etf (SPY)
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)
First Trust Enhanced Short Maturity Etf Etf (FTSM)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)

View all positions for Twin Peaks Wealth Advisors

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

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Phoenix Holdings
Ameriprise Financial
BlackRock
Raymond James Financial
Envestnet Asset Management
Royal Bank of Canada
Northwestern Mutual Wealth Management Company
UBS Group
Jane Street
Jpmorgan Chase & Co
Advisor Group Holdings

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