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

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

Historical chart of Wealth Forward 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 Wealth Forward 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 Wealth Forward

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 18k 69.05

More positions owned by Wealth Forward

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Apple (AAPL)
Us Bancorp Del Com New (USB)
Ishares Tr Aggres Alloc Etf (AOA)
Alerus Finl (ALRS)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)

View all positions for Wealth Forward

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