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

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

Historical chart of WCG Wealth 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 WCG 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.2M 33k 214.69
2025-09-30 $4.6M 22k 209.26
2025-06-30 $3.8M 20k 188.64
2025-03-31 $3.1M 21k 153.11

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American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for WCG 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
Mml Investors Services
UBS Group
Cetera Investment Advisers
Raymond James Financial
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