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Ishares Tr s^p aggr all shares owned by Cogent Private Wealth

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

Historical chart of Cogent Private Wealth 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 Cogent Private 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 Cogent Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $704k 7.2k 97.60

More positions owned by Cogent Private Wealth

American Centy Etf Tr Avantis Core Fi (AVIG)
American Centy Etf Tr Avantis Moderat (AVMA)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core 60 Bala Etf (AOR)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
American Centy Etf Tr Avantis All Eqt (AVGE)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)

View all positions for Cogent Private Wealth

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
LPL Financial
Assetmark
Jim Saulnier & Associates
Ellenbecker Investment Group
Foundations Investment Advisors
Wells Fargo & Company
Morgan Stanley
Cambridge Investment Research Advisors
Warren Averett Asset Management
Mesirow Financial Investment Management International Equity
LBMC Investment Advisors
Thrivent Financial for Lutherans
Kestra Private Wealth Services

View all funds holding Ishares Tr s^p aggr all