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Ishares Tr s^p aggr all shares owned by Swp Financial

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

Historical chart of Swp Financial investment in Ishares Tr s^p aggr all

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr s^p aggr all held by Swp Financial 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 Swp Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $387k 5.3k 73.46
2023-12-31 $368k 5.3k 69.05

More positions owned by Swp Financial

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Swp Financial

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