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Ishares Tr s^p aggr all shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management 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 Diversify Wealth Management 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $956k 10k 93.50
2025-12-31 $468k 5.1k 91.47
2025-09-30 $424k 4.7k 89.46
2025-06-30 $316k 3.7k 85.21
2025-03-31 $249k 3.3k 76.68

More positions owned by Diversify Wealth Management

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Diversify Wealth Management

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
Raymond James Financial
Warren Averett Asset Management
LBMC Investment Advisors
Patton Albertson & Miller

View all funds holding Ishares Tr s^p aggr all