Ishares Tr s^p aggr all shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 3.9k | 88.14 |
| 2025-06-30 | $339k | 4.1k | 83.40 |
| 2024-12-31 | $262k | 3.4k | 76.61 |
| 2024-09-30 | $261k | 3.3k | 78.91 |
| 2024-06-30 | $266k | 3.6k | 74.78 |
| 2024-03-31 | $295k | 4.0k | 73.46 |
| 2023-12-31 | $266k | 3.9k | 69.05 |
| 2023-09-30 | $245k | 3.9k | 63.49 |
| 2023-06-30 | $247k | 3.7k | 66.34 |
| 2023-03-31 | $231k | 3.6k | 63.59 |
| 2022-12-31 | $207k | 3.5k | 59.75 |
| 2022-06-30 | $284k | 4.7k | 59.93 |
| 2022-03-31 | $277k | 4.0k | 68.92 |