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Ishares Tr s^p aggr all shares owned by Lifelong Wealth Advisors

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

Historical chart of Lifelong Wealth Advisors 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 Lifelong Wealth Advisors 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 Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $323k 3.7k 88.49

More positions owned by Lifelong Wealth Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Fidelity Covington Trust Enhanced Mid (FMDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Lifelong Wealth Advisors

Top funds holding Ishares Tr s^p aggr all

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

View all funds holding Ishares Tr s^p aggr all