Calder Financial »

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

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

Historical chart of Calder 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 Calder 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 Calder Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $218k 2.2k 97.59

More positions owned by Calder Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard World Industrial Etf (VIS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Consum Stp Etf (VDC)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Calder Financial

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
LPL Financial
Assetmark
Ellenbecker Investment Group
Jim Saulnier & Associates
Wells Fargo & Company
Foundations Investment Advisors
Morgan Stanley
Mesirow Financial Investment Management International Equity
Cambridge Investment Research Advisors
Warren Averett Asset Management
LBMC Investment Advisors
Patton Albertson & Miller
Bank of America Corporation

View all funds holding Ishares Tr s^p aggr all