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Ishares Tr s^p aggr all shares owned by New Capital Management

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

Historical chart of New Capital 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 New Capital Management 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 New Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 3.5k 88.15
2025-06-30 $291k 3.5k 83.41
2025-03-31 $255k 3.3k 76.50
2024-12-31 $266k 3.5k 76.61
2024-09-30 $274k 3.5k 78.91
2024-06-30 $256k 3.4k 74.78
2024-03-31 $250k 3.4k 73.46