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

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

Historical chart of SFMG 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 SFMG 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 SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $528k 4.0k 131.93
2023-12-31 $604k 4.8k 126.60
2023-09-30 $529k 5.0k 105.97
2023-06-30 $636k 5.4k 116.67
2023-03-31 $644k 5.6k 115.08
2022-12-31 $676k 6.0k 111.86
2018-09-30 $241k 1.2k 195.78
2018-06-30 $237k 1.2k 192.53
2018-03-31 $204k 1.0k 198.25