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Ishares Tr s^p aggr all shares owned by GW & Wade

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

Historical chart of GW & Wade 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 GW & Wade 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 GW & Wade

Quarter filed Position value Share count Share price at filing
2023-12-31 $364k 5.3k 69.07
2023-06-30 $206k 3.1k 66.34

More positions owned by GW & Wade

Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Wisdomtree Tr Us Largecap Divd (DLN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Exxon Mobil Corporation (XOM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Ishares Tr Rus 1000 Val Etf (IWD)
Procter & Gamble Company (PG)

View all positions for GW & Wade

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