Nelson, Van Denburg & Campbell Wealth Management »

Ishares Tr s^p aggr all shares owned by Nelson, Van Denburg & Campbell Wealth Management

Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Nelson, Van Denburg & Campbell Wealth Management from 13F filings

Historical chart of Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management 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 Nelson, Van Denburg & Campbell Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $529k 7.7k 69.06
2023-09-30 $504k 7.9k 63.49
2023-06-30 $557k 8.4k 66.34
2023-03-31 $544k 8.6k 63.59
2022-12-31 $493k 8.3k 59.75
2022-09-30 $471k 8.5k 55.41
2022-06-30 $564k 9.4k 59.87
2022-03-31 $647k 9.4k 68.84
2021-12-31 $888k 12k 72.78
2021-09-30 $863k 12k 69.76
2021-06-30 $1.1M 15k 70.61
2021-03-31 $990k 15k 66.93
2020-12-31 $1.0M 16k 64.13
2020-09-30 $1.1M 20k 57.96
2020-06-30 $1.2M 21k 54.87
2020-03-31 $1.1M 23k 47.46
2019-12-31 $1.4M 23k 58.00
2019-09-30 $1.3M 24k 54.89
2019-06-30 $1.2M 21k 55.16
2019-03-31 $1.1M 21k 53.52
2018-12-31 $1.0M 21k 48.50
2018-09-30 $1.1M 21k 54.63
2018-06-30 $1.1M 20k 53.39
2018-03-31 $1.0M 19k 53.49
2017-12-31 $112k 21k 5.38
2017-09-30 $1.1M 21k 53.58
2017-06-30 $1.1M 22k 51.79
2017-03-31 $1.0M 20k 49.93
2016-12-31 $911k 19k 47.21
2016-09-30 $798k 17k 47.48
2016-06-30 $378k 8.2k 45.84
2016-03-31 $222k 4.9k 45.26
2015-12-31 $132k 2.9k 44.82
2015-09-30 $128k 2.9k 43.48
2015-06-30 $133k 2.8k 47.31
2015-03-31 $134k 2.8k 47.67
2014-12-31 $128k 2.8k 46.24
2014-09-30 $126k 2.8k 45.52
2014-06-30 $121k 2.6k 47.08
2014-03-31 $24k 527 45.54

More positions owned by Nelson, Van Denburg & Campbell Wealth Management

Ishares Core Dividend Growth Etf Etf (DGRO)
Vanguard Growth Etf Etf (VUG)
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)
Vanguard Mid Cap Growth Etf Etf (VOT)
Ishares S&p 500 Index Etf (IVV)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Jpmorgan Active Value Etf Etf (JAVA)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Us Large Cap Growth Etf Etf (SCHG)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Vanguard World Fund Etf Mega Cap 300 Growth Etf Etf (MGK)

View all positions for Nelson, Van Denburg & Campbell Wealth Management

Top funds holding Ishares Tr s^p aggr all

NorthStar Asset Management
Wells Fargo & Company
Rockefeller Capital Management
Assetmark
Cambridge Investment Research Advisors
Stifel Financial
Commonwealth Equity Services
LBMC Investment Advisors
Bank of America Corporation
Patton Albertson & Miller
Warren Averett Asset Management
First Ascent Asset Management
Northwest Wealth Management
Legacy Financial Group
Unique Wealth

View all funds holding Ishares Tr s^p aggr all