Ishares Tr s^p aggr all shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $671k | 6.9k | 97.62 |
| 2026-03-31 | $577k | 6.5k | 88.50 |
| 2025-12-31 | $620k | 6.9k | 89.58 |
| 2025-09-30 | $560k | 6.4k | 88.15 |
| 2025-06-30 | $475k | 5.7k | 83.42 |
| 2025-03-31 | $377k | 4.9k | 76.51 |
| 2024-12-31 | $329k | 4.3k | 76.63 |
| 2024-09-30 | $369k | 4.7k | 78.93 |
| 2024-06-30 | $331k | 4.4k | 74.80 |
| 2024-03-31 | $281k | 3.8k | 73.49 |
| 2023-12-31 | $263k | 3.8k | 69.07 |
| 2023-09-30 | $236k | 3.7k | 63.50 |
| 2023-06-30 | $237k | 19k | 12.59 |
| 2023-03-31 | $225k | 3.5k | 63.61 |
| 2022-12-31 | $208k | 3.5k | 59.77 |
More positions owned by Pension & Wealth Management Advisors
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