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Ishares Tr s^p aggr all shares owned by Family Wealth Group

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

Historical chart of Family Wealth Group 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 Family Wealth Group 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 Family Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $510k 5.8k 88.14

More positions owned by Family Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Lrg (SIXP)
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
Aim Etf Products Trust Allianzim Us Lrg (SEPT)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Elevation Series Trust Trueshares Quart (QBER)
Elevation Series Trust Trueshares Seaso (ONEZ)

View all positions for Family Wealth Group

Top funds holding Ishares Tr s^p aggr all

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

View all funds holding Ishares Tr s^p aggr all