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Ishares Tr s^p aggr all shares owned by Gwn Securities

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

Historical chart of Gwn Securities 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 Gwn Securities 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 Gwn Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 2.4k 88.25
2025-06-30 $429k 5.1k 83.77
2025-03-31 $497k 6.5k 76.50
2024-12-31 $474k 6.1k 77.41

More positions owned by Gwn Securities

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Ultra Short Dur (ICSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Innovator Etfs Trust Laddered Alc Bfr (BUFB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Johnson & Johnson (JNJ)
Cardinal Health (CAH)

View all positions for Gwn Securities

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