Fidato Wealth »

Ishares Tr s^p aggr all shares owned by Fidato Wealth

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

Historical chart of Fidato 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 Fidato Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr s^p aggr all by Fidato Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $608k 7.7k 78.91
2024-03-31 $531k 7.2k 73.46
2023-12-31 $504k 7.3k 69.05

More positions owned by Fidato Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core S&p500 Etf (IVV)
Sherwin-Williams Company (SHW)
Ishares Tr Grwt Allocat Etf (AOR)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Aggres Alloc Etf (AOA)
Masco Corporation (MAS)

View all positions for Fidato Wealth

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Mesirow Financial Investment Management International Equity
LPL Financial
Warren Averett Asset Management
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Ellenbecker Investment Group
Wells Fargo & Company
Commonwealth Equity Services
Legacy Financial Group
GeoWealth Management

View all funds holding Ishares Tr s^p aggr all