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Ishares Tr s^p aggr all shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services 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 Montgomery Financial Services 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 Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $743k 7.6k 97.60

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding Ishares Tr s^p aggr all

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

View all funds holding Ishares Tr s^p aggr all