Ishares Tr s^p aggr all shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.5M | 24k | 63.49 |
| 2023-06-30 | $1.7M | 26k | 66.34 |
| 2023-03-31 | $1.7M | 26k | 63.59 |
| 2022-12-31 | $1.7M | 27k | 62.16 |
| 2022-09-30 | $1.4M | 25k | 55.58 |
| 2022-06-30 | $1.5M | 25k | 59.90 |
| 2022-03-31 | $1.5M | 22k | 68.07 |
| 2021-12-31 | $1.7M | 23k | 72.81 |
| 2021-09-30 | $1.6M | 23k | 70.32 |
| 2021-06-30 | $1.6M | 23k | 70.84 |
| 2021-03-31 | $1.6M | 23k | 68.56 |
| 2020-12-31 | $1.6M | 25k | 65.66 |
| 2020-09-30 | $1.5M | 26k | 58.64 |
| 2020-06-30 | $2.7M | 48k | 55.00 |
| 2020-03-31 | $2.3M | 48k | 47.46 |
| 2019-12-31 | $2.8M | 48k | 59.05 |
| 2019-09-30 | $2.6M | 49k | 53.52 |
| 2019-06-30 | $2.6M | 47k | 55.44 |
| 2019-03-31 | $2.5M | 46k | 54.01 |
| 2018-12-31 | $2.2M | 44k | 48.55 |
| 2018-09-30 | $2.5M | 45k | 54.62 |
| 2018-06-30 | $2.6M | 48k | 53.49 |
| 2018-03-31 | $2.6M | 48k | 53.50 |
| 2017-12-31 | $2.6M | 49k | 53.87 |
| 2017-09-30 | $2.6M | 48k | 53.57 |
| 2017-06-30 | $2.1M | 40k | 51.79 |
| 2017-03-31 | $2.1M | 42k | 49.94 |
| 2016-12-31 | $1.9M | 40k | 47.23 |
| 2016-09-30 | $1.8M | 38k | 47.49 |
| 2016-06-30 | $1.6M | 35k | 45.86 |
| 2016-03-31 | $1.4M | 30k | 45.30 |
| 2015-12-31 | $1.1M | 24k | 44.84 |
| 2015-09-30 | $834k | 19k | 43.65 |
| 2015-06-30 | $854k | 18k | 47.41 |
| 2015-03-31 | $212k | 4.5k | 47.51 |
| 2014-03-31 | $68k | 1.5k | 45.39 |
| 2013-12-31 | $59k | 1.3k | 44.76 |
| 2013-09-30 | $14k | 343 | 41.99 |
| 2013-06-30 | $14k | 343 | 39.97 |