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Ishares Tr s^p aggr all shares owned by Fidato Wealth

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Fidato Wealth from 13F filings

Historical chart of Fidato Wealth investment in Ishares Tr s^p aggr all

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All positions including Ishares Tr s^p aggr all held by Fidato Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr s^p aggr all by Fidato Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $531k 7.2k 73.46
2023-12-31 $504k 7.3k 69.05

More positions owned by Fidato Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Sherwin-Williams Company (SHW)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr Aggres Alloc Etf (AOA)
Masco Corporation (MAS)

View all positions for Fidato Wealth

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Stifel Financial
Mesirow Financial Investment Management International Equity
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Commonwealth Equity Services
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group

View all funds holding Ishares Tr s^p aggr all