Ishares Tr s^p aggr all shares owned by Elevate Wealth Advisory
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Elevate Wealth Advisory
from 13F filings
Historical chart of Elevate Wealth Advisory investment in Ishares Tr s^p aggr all
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All positions including Ishares Tr s^p aggr all held by Elevate Wealth Advisory 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 Elevate Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $52k | 591 | 88.14 |
| 2025-06-30 | $45k | 540 | 83.40 |
| 2025-03-31 | $66k | 868 | 76.50 |
| 2024-12-31 | $50k | 649 | 76.61 |
| 2024-09-30 | $16k | 200 | 78.91 |
| 2024-06-30 | $13k | 175 | 74.78 |
| 2024-03-31 | $97k | 1.3k | 73.46 |
| 2023-12-31 | $94k | 1.4k | 69.04 |